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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-08-10 |
Branch Locations
601 South Farwell St Suite A, Eau Claire, WI 54701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Festival Foods | Altoona | WI | 06/2022 | 06/2023 |
| Maxes On The Lake | New Auburn | WI | 06/2023 | 08/2023 |
| Buffalo Wild Wings | Eau Claire | WI | 09/2023 | 04/2024 |
| Woodmans | Altoona | WI | 06/2024 | 08/2024 |
| University Of Wisconsin - Madison | Madison | WI | 09/2024 | Present |
| Uw Madison Dining Hall | Madison | WI | 03/2025 | 05/2025 |
| Altoona High School | Altoona | WI | 09/2020 | 05/2024 |
| Altoona Middle School | Altoona | WI | 09/2017 | 09/2020 |
| Altoona Elementary School | Altoona | WI | 09/2011 | 09/2017 |
| Mainstreet Capital Managment | Eau Claire | WI | 05/2025 | Present |
| Lpl Financial | Eau Claire | WI | 05/2025 | Present |
| Outdoor Uw | Madison | WI | 06/2026 | Present |
1. 07/2026 - MainStreet Capital Management - DBA for LPL Business (entity for LPL business) - INV REL - 60 Hour(s)/Month – 60 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 07/30/2026 2. 07/2026 - Outdoor UW - Outside/W-2 Employment - NOT INV REL - 20 Hour(s)/Month – 0 Hour(s) During Trading - Madison WI 53706 - OBA Start date: 05/20/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-10 |
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