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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-13 |
| WI | RA | APPROVED | 2023-08-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Whitewater | WI | 09/2006 | 05/2023 |
| Outagamie County Landfill | Appleton | WI | 05/2021 | 09/2021 |
| Allegiant Airlines | Appleton | WI | 05/2021 | 09/2021 |
| Appleton International Airport | Appleton | WI | 03/2020 | 09/2020 |
| Appleton International Airport | Appleton | WI | 06/2019 | 09/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2022 | 07/2023 |
| Northwestern Mutual Investment Services Llc | Appleton | WI | 01/2023 | 07/2023 |
| Lpl Financial Llc | Antigo | WI | 07/2023 | Present |
| Covantage Credit Union | Antigo | WI | 07/2023 | Present |
1) 07/18/2023 - CoVantage Retirement & Investment Services - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 0 Hrs/Mth - 0 Hrs During Trading. 2) 01/04/2024 - Mercari Account Seller - Business Owner - Mercari User - Not Investment Related - Home Based/ Virtual - Start Date 06/01/2019 - 4 Hours Per Month/ 0 Hours During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-18 |
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