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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2012-09-13 |
Branch Locations
6750 Century Ave, Middleton, WI 53562 • United States
278 Junction Rd., Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Charlotte | NC | 09/2012 | Present |
| University Of Wisconsin C U | Madison | WI | 08/2012 | Present |
1. 09/13/2012-DBA ONLY/INVESTMENT SERVICES AT UW CREDIT UNION/100%/MADISON,WI 2. 09/20/2022 - Wealth Management at UW Credit Union - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 10/01/2022 - 160 Hours Per Month/160 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-08 |
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