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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-23 |
| WI | RA | APPROVED | 2025-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cpr Wealth Advisors | Hudson | WI | 01/2022 | Present |
| University Of Wisconsin - River Falls | River Falls | WI | 01/2018 | 12/2021 |
| Iowa State University | Ames | IA | 09/2017 | 12/2017 |
| Ellsworth School District | Ellsworth | WI | 01/2012 | 05/2017 |
| Unemployed | Ellsworth | WI | 06/2017 | 08/2017 |
| Brad And Harrys Cheese Curds Llc | Des Moines | IA | 09/2016 | 09/2016 |
| Brad And Harrys Cheese Curds Llc | Des Moines | IA | 09/2017 | 09/2017 |
| Brad And Harrys Cheese Curds Llc | Des Moines | IA | 09/2018 | 09/2018 |
| Brad And Harrys Cheese Curds Llc | Des Moines | IA | 09/2019 | 09/2019 |
| Harrington's Wholesale Annuals | Ellsworth | WI | 01/2018 | 06/2018 |
| Harrington's Wholesale Annuals | Ellsworth | WI | 01/2019 | 06/2019 |
| Carlson Capital Management Tax And Trust Administration | Hastings | MN | 01/2020 | 04/2020 |
| Carlson Capital Management Tax And Trust Administration | Bloomington | MN | 01/2021 | 04/2021 |
| Vail Resorts | Hastings | MN | 12/2018 | 03/2019 |
| Vail Resorts | Hastings | MN | 12/2019 | 03/2020 |
| Reuvers' Nursery | Hager City | WI | 06/2020 | 11/2020 |
| Reuvers' Nursery | Hager City | WI | 04/2021 | 10/2021 |
| Lpl Financial Llc | Hudson | WI | 11/2023 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 01/2024 | 10/2025 |
1. 11/30/2023 - NewEdge Advisors - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 01/03/2022 - 160 Hours Per Month/ 8 Hours During Trading - I provide administrative support to NewEdge Advisors, an independent investment advisor firm. I started this business activity in 1/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-18 |
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