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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-04-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southwestern Advantage | Nashville | TN | 03/2019 | 08/2021 |
| Student | Madison | WI | 07/2014 | 03/2019 |
| Raymond James Financial Services | Omaha | NE | 11/2021 | 12/2022 |
| Southwestern Investment Group | Franklin | TN | 12/2021 | 11/2022 |
| Raymond James Financial Services Advisors, Inc. | Omaha | NE | 04/2022 | 12/2022 |
| Casey Wealth Team | Omaha | NE | 04/2022 | 12/2022 |
| Sagespring Wealth Partners | Omaha | NE | 11/2022 | 12/2022 |
| Unemployed | Cross Plains | WI | 09/2021 | 11/2021 |
| Unemployed | Cross Plains | WI | 01/2023 | 04/2023 |
| Retirement Income Strategies | Evansville | WI | 04/2023 | 12/2024 |
| Lake Ridge Bank | Middleton | WI | 01/2025 | Present |
| Lpl Financial | Middleton | WI | 01/2025 | Present |
| Unemployed | Cross Plains | WI | 12/2023 | 01/2025 |
1)01/10/2025 - Lake Ridge Financial - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-17 |
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