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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-08-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First State Bank | Marshfield | WI | 07/2021 | 03/2026 |
| Marshfield Medical Center Credit Union | Marshfield | WI | 03/2019 | 07/2021 |
| Solutionz And Marshfield Clinic | Marshfield | WI | 04/2017 | 03/2019 |
| High School | Marshfield | WI | 09/2014 | 04/2017 |
| Lpl Financial Llc | Marshfield | WI | 04/2024 | 03/2026 |
| Simplicity Credit Union | Marshfield | WI | 03/2026 | Present |
| Lpl Financial Llc | Marshfield | WI | 08/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Simplicity Retirement & Investment Services - Inv Rel - At Reported Business Location (s) - Start Date : 08/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-19 |
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