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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-19 |
| WI | RA | APPROVED | 2017-12-12 |
Branch Locations
25 W. Main Street, Ste 200, Madison, WI 53703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Madison | WI | 04/2017 | Present |
| Old National Bank | Madison | WI | 06/2014 | Present |
| Menards Inc | Madison | WI | 10/2012 | 09/2016 |
1) 05/08/2017 - Notary - Wisconsin - start: 10/9/2015 2) 11/13/2023 - Old National Bank - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Advisor - Start Date 09/01/2023 - 1 Hour Per Month/ During Trading 3) 12/03/2024 - Old National Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/3/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-04 |
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