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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-24 |
| WI | RA | APPROVED | 2022-11-25 |
Branch Locations
5901 Durand Ave, Mount Pleasant, WI 53406 • United States
555 Main St, Racine, WI 53403 • United States
Franklin, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Franklin High School | Franklin | WI | 09/2014 | 06/2018 |
| Sendiks Food Market | Franklin | WI | 09/2016 | 11/2016 |
| Marcus Theaters | Greendale | WI | 06/2017 | 05/2019 |
| University Of Wisconsin - Whitewater | Whitewater | WI | 09/2018 | 05/2022 |
| Henry Schein Dental | West Allis | WI | 06/2018 | 09/2018 |
| Johnson Financial Group | Milwaukee | WI | 05/2019 | 01/2020 |
| Eder Flag | Oak Creek | WI | 05/2020 | 01/2021 |
| Johnson Financial Group | Franklin | WI | 06/2021 | 08/2021 |
| Johnson Financial Group | Mt. Pleasant | WI | 05/2022 | Present |
| Lpl Financial, Llc | Mount Pleasant | WI | 05/2022 | Present |
1. 12/15/2022 - Johnson Financial Group Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 11/01/2022 - 160 Hours Per Month/160 Hours During Securities Trading 2. 06/01/2023 - Johnson Financial Group-Trust Department - Not Investment Related - At Reported Business Location(s) - Other - Referral Compensation from Trust Dept - Start Date 06/01/2023 - 1 Hour Per Month/ 1 Hour During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-21 |
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