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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-28 |
| WI | RA | APPROVED | 2023-04-14 |
Branch Locations
108 N. Main Street, Verona, WI 53593 • United States
883 N. Main Street, Oregon, WI 53574 • United States
110 Greenway Cross, Belleville, WI 53508 • United States
Verona, WI • 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 |
|---|---|---|---|---|
| Securities America, Inc. | Fitchburg | WI | 10/2021 | 04/2023 |
| Cider House Of Wisconsin | Verona | WI | 09/2018 | 04/2020 |
| Wps Health Insurance | Monona | WI | 07/2011 | 08/2018 |
| Securities America Advisors | Fitchburg | WI | 01/2022 | 04/2023 |
| Lpl Financial Llc | Verona | WI | 04/2023 | Present |
| State Bank Of Cross Plains | Verona | WI | 04/2023 | Present |
| Unemployed | Verona | WI | 04/2020 | 10/2021 |
1. 08/18/2023 - Lake Ridge Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/14/2023 - 160 Hours Per Month/ 160 Hours During Trading 2. 08/19/2025 - Ash Brokerage - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 06/01/2023 - 5 Hours Per Month/ 5 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-23 |
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