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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-28 |
| WI | RA | APPROVED | 2018-02-14 |
Branch Locations
394 Williamstowne Ste 102, Delafield, WI 53018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Delafield | WI | 04/1985 | 02/2018 |
| Invest - Delafield | Delafield | WI | 03/2000 | 02/2018 |
| Lpl Financial Llc | Delafield | WI | 02/2018 | Present |
1. 02/14/2018 - Rynearson Financial Strategies - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 02/14/2018 - Holly Hock Hollow Inc. - Not Investment Related - County Highway I, Cazenovia, Wisconsin - Business Entity For Tax/Investment Purposes Only - TRUSTEE - Start Date 4/1/2000. 3. 06/06/2019 - CPS Horizon Financial - Investment related - At reported business location(s) - Non-Variable Insurance - start date:05/24/2019 - 2 hrs/mo - 2 hrs during trading. 4. 7/30/2021 - National Guardian Life Insurance Co - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 8/1/2021 - 1 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-08-06 |
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