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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2004-09-09 |
Branch Locations
610 E Wisconsin Ave, Appleton, WI 54911 • United States
1724 S Lawe St, Appleton, WI 54915 • United States
2531 Highway Dr, Appleton, WI 54914 • United States
2170 S Ashland Ave, Green Bay, WI 54304 • United States
1313 Main St, Green Bay, WI 54302 • United States
515 Redbird Circle, Depere, WI 54115 • United States
2639 Lineville Rd, Howard, WI 54313 • United States
3 N Main St, Clintonville, WI 54929 • United States
528 S Washington St, Kimberly, WI 54136 • United States
1302 N Shawano St, New London, WI 54961 • United States
4100 Treffert Dr, Winnebego, WI 54985 • United States
W7007 Parkview Dr., Greenville, WI 54942 • United States
707 Cobblestone Lane, Kimberly, WI 54136 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc (Formerly: Linsco/Private Ledger Corp.) | Kimberly | WI | 09/2004 | Present |
1. 5/30/2007: PDI Financial Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 5% - Selling fixed life insurance and fixed annuities. 2. 10/23/2007: Evergreen Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 10/10/2012: Vanden Boom Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4. 2/24/2015: Vanden Boom Verstegen Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/01/2012 - 150 Hours Per Month/8 Hours During Securities Trading. 5. 09/08/2022 - Vanden Boom Verstegen Properties LLC - Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date - 10/01/2020 - 160 Hours Per Month/8 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-06-25 |
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