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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-10 |
| WI | RA | APPROVED | 2025-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Action Financial Strategies, Llc | Green Bay | WI | 02/2023 | 02/2025 |
| Freedom Area School District | Freedom | WI | 09/2022 | 02/2023 |
| Newport Group, Inc | La Crosse | WI | 05/2022 | 09/2022 |
| Altra Credit Union | La Crosse | WI | 12/2020 | 05/2022 |
| University Of Wisconsin - La Crosse | La Crosse | WI | 09/2017 | 05/2022 |
| Boys And Girls Club | West Salem | WI | 10/2019 | 01/2020 |
| Fox Electric, Llc | Freedom | WI | 05/2019 | 08/2019 |
| Culver's | Onalaska | WI | 09/2018 | 05/2019 |
| Jdc Poured Walls | Freedom | WI | 05/2017 | 08/2017 |
| Freedom High School | Freedom | WI | 09/2013 | 05/2017 |
| Nylife Securities Llc. | Appleton | WI | 07/2023 | 02/2025 |
| Eagle Strategies Llc | Green Bay | WI | 11/2023 | 02/2025 |
| Bmo Harris Bank | Brookfield, | WI | 03/2025 | Present |
| Lpl Financial Llc | Brookfield | WI | 03/2025 | Present |
1- 03/2025 / BMO Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-06 |
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