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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-04-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield | IA | 06/2022 | 08/2023 |
| Cambridge Investment Research Inc. | Fairfield | IA | 01/2023 | 08/2023 |
| Westby Cooperative Creamery | Westby | WI | 12/2017 | Present |
| Kwik Trip | La Crosse | WI | 11/2015 | 11/2017 |
| Coulee State Bank | Onalaska | WI | 04/2025 | Present |
| Lpl Financial Llc | Onalaska | WI | 04/2025 | Present |
1. Integrated Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date: 4/21/2025 - 0 Hrs/Mth - 0 Hrs During Trading. - Time Spent: 0 2. Damview Farm - Farm - Non-Investment related - Stoddard, WI 54658 - Start Date: 06/01/2006 - 15 Hrs/Mth - 0 Hrs During Trading. - Time Spent: 5 3. COULEE WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date: 4/21/2025 - 0 Hrs/Mth - 0 Hrs During Trading. - Time Spent: 0 4. 4/21/2025 - WESTBY COOPERATIVE CREAMERY - Outside/W-2 Employment - Westby Cooperative Creamery - Not Investment Related - Westbly, WI - Start Date: 10/31/2017 - 160 Hrs per month - 8 Hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-29 |
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