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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-04-15 |
Branch Locations
101 W Mcmillan Street, Suite 1B, Marshfield, WI 54449 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forward Bank | Marshfield | WI | 09/2022 | 08/2024 |
| Burns Insurance | Marshfield | WI | 12/2021 | 07/2022 |
| Marshfield Medical Center | Marshfield | WI | 08/2011 | 12/2021 |
| Renne Health And Rehabilitation | Weston | WI | 12/2021 | 08/2023 |
| Aspirus | Wausau | WI | 02/2022 | 03/2023 |
| Select Rehabilitation | Port Edwards | WI | 12/2022 | 03/2023 |
| Woodbury Financial Services Inc | Marshfield | WI | 04/2023 | 01/2024 |
| Osaic Wealth, Inc. | Medford | WI | 01/2024 | 08/2024 |
| Compassus Home Care | Marshfield | WI | 01/2025 | 03/2026 |
| St. Vincent Hospital | Green Bay | WI | 09/2024 | Present |
| Osaic | Medford | WI | 07/2025 | 04/2026 |
| Lpl Financial Llc | Marshfield | WI | 04/2026 | Present |
1. 4/2026 - Hospital Sisters Health System-St. Vincent - Outside/W-2 Employment - Not Investment Related - 32 Hour(s)/Month - 0 Hour(s) During Trading - Green Bay WI 54301 - OBA Start date: 09/09/2024 2. 4/2026 - Financial Investors of Wisconsin, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 40 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 4/14/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-12 |
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