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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-10 |
| WI | RA | APPROVED | 2026-06-10 |
Branch Locations
600 East Wisconsin Avenue, Milwaukee, WI 53202 • United States
600 East Wisconsin Avenue, Milwaukee, WI 53202 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Mequon | WI | 06/2009 | 06/2026 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 06/2026 |
| Lpl Financial, Llc | Milwaukee | WI | 06/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
1. 06/2026 - Aceris Wealth - DBA for LPL Business (entity for LPL business) - Inv Related – 240 Hour(s)/Month – 140 Hour(s) During Trading – Milwaukee, WI, 53211 – OBA Start Date: 6/10/2026 2. 06/2026 - 545 Wells LLC - Real Estate Rental - Inv Related – 01 Hour(s)/Month – 00 Hour(s) During Trading – Milwaukee, WI, 53202 – OBA Start Date: 01/01/2017 3. 06/2026 - 4035 Downer LLC - Real Estate Rental - Inv Related – 01 Hour(s)/Month – 00 Hour(s) During Trading – Shorewood, WI, 53211 – OBA Start Date: 01/01/2017
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-12 |
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