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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-10-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Securities, Inc | Oostburg | WI | 03/2023 | 10/2024 |
| Principal Life Insurance Company | Oostburg | WI | 03/2023 | 10/2024 |
| Sandy Pines Llc | Sheboygan | WI | 01/2022 | 03/2023 |
| Torginol Inc | Sheboygan | WI | 10/2019 | 01/2022 |
| Eos Surf | Sheboygan | WI | 05/2014 | 10/2019 |
| Harrison Financial | Oostburg | WI | 02/2023 | 06/2023 |
| Harrison Financial | Oostberg | WI | 08/2023 | 10/2024 |
| Lpl Financial Llc | Sheboygan | WI | 10/2024 | Present |
1) 10/2024 - MD Custom Woodworks LLC / Owner / Business Owner / Non Inv. Related / Oostburg WI 53070 / Start date 01/01/2020 - 1 hrs per month - 2 % Time Spent 2) 10/2024 - ON POINT FINANCIAL GROUP. LLC / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-10 |
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