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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-20 |
| WI | RA | APPROVED | 2026-08-20 |
Branch Locations
1045 W Glen Oaks Ln Ste 105, Mequon, WI 53092-3376 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Milwaukee Rescue Mission | Milwaukee | WI | 03/2018 | 12/2018 |
| St Augustine Prep Academy | Milwaukee | WI | 10/2017 | 03/2021 |
| Elevate New Orleans | New Orleans | LA | 09/2012 | 06/2017 |
| Elevate Next | New Orleans | LA | 02/2013 | 06/2017 |
| Legacy Basketball Academy | Milwaukee | WI | 12/2023 | Present |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2021 | 07/2023 |
| Northwestern Mutual Investment Services Llc | Brookfield | WI | 05/2021 | 08/2023 |
| St Sebastian Congregation | Milwaukee | WI | 05/2021 | 06/2021 |
| Jpmorgan Chase Bank (Wi) | Fox Point | WI | 08/2023 | 05/2026 |
| J.P. Morgan Securities Llc | Fox Point | WI | 08/2023 | 05/2026 |
| Unemployed | Milwaukee | WI | 07/2017 | 09/2017 |
| Lpl Financial | Mequon | WI | 05/2026 | Present |
1. 05/2026 - O'CONNOR WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 130 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 5/14/2026 2. 05/20026 - Legacy Basketball Academy - Business Owner - Inv Related - 8 Hour(s)/Month - 0 Hour(s) During Trading - Milwaukee WI 53208 - OBA Start Date: 09/24/2018
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-08 |
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