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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-01 |
Branch Locations
220 W Waupaca Street, New London, WI 54961 • United States
227 South Bridge Street, Manawa, WI 54949 • United States
101 County Road Qq, Waupaca, WI 54981 • United States
60 South Main Street, Clintonville, WI 54929 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First State Bank | New London | WI | 09/2007 | Present |
| Konkol Farms | Amherst | WI | 06/1998 | 11/2023 |
| Investment Centers Of America | New London | WI | 01/2009 | 11/2017 |
| Lpl Financial Llc | New London | WI | 11/2017 | Present |
| Stoney Hillside Farm Llc | Amherst | WI | 10/2023 | Present |
1. 11/29/2017 - FIRST STATE BANK - Not Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Agricultural Porfolio Officer - Start Date 09/2007 - 200 Hours Per Month / 200 Hours During Trading - FIRST STATE BANK Agricultural Porfolio Officer. 2. 2/19/2021 - First State Investment Center - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/05/2018 - 5 Hours Per Month During Securities Trading. 3. 11/6/2023: Stoney Hillside Farm LLC; Amherst, WI; Outside/W-2 Employment; Co-Operator of Family Farm; Not inv. related; start date 10/1/2023; 5hrs/mo.; 0hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-02 |
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