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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Oshkosh | WI | 05/2023 | Present |
| Missing Links Golf Course | Mequon | WI | 08/2023 | 12/2023 |
| Hawkins Ash Cpas | Mequon | WI | 01/2023 | 04/2023 |
| Green Lake Sanitary District | Green Lake | WI | 05/2020 | 08/2021 |
| Webster's Marketplace | Ripon | WI | 07/2017 | 08/2019 |
| Concordia University Of Wisconsin | Mequon | WI | 08/2019 | 12/2023 |
| Ripon High School | Ripon | WI | 09/2015 | 05/2019 |
1) 07/08/2024 - PROVIDENT FINANCIAL CONSULTANTS. LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-15 |
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