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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uw Credit Union | Madison | WI | 11/2021 | Present |
| Uw Credit Union | Madison | WI | 09/2019 | 10/2021 |
| N/A | Madison | WI | 06/2019 | 08/2019 |
| Chipotle Mexican Grill | Madison | WI | 05/2018 | 05/2019 |
| Chipotle Mexican Grill | Chicago | IL | 12/2015 | 04/2018 |
| Lpl Financial | Madison | WI | 11/2021 | Present |
1- 09/20/2022 - Wealth Management at UW Credit Union - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 10/01/2022 - 160 Hours Per Month/160 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-10 |
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