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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fond Du Lac High School | Fond Du Lac | WI | 06/2014 | 06/2018 |
| Cole Oil & Propane | Lomira | WI | 06/2018 | 09/2018 |
| University Of St. Thomas | St. Paul | MN | 09/2018 | 06/2022 |
| Craig-Hallum Capital Group | Minneapolis | MN | 06/2022 | 10/2023 |
| Lpl Financial Llc | Fond Du Lac | WI | 10/2023 | Present |
1) 10/05/2023 - Lakeside Wealth Management, 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 | 2023-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-08 |
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