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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-25 |
| WI | RA | APPROVED | 2017-11-29 |
Branch Locations
195 W Court St, Richland Center, WI 53581-2344 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uw - La Crosse | La Crosse | WI | 09/2014 | 12/2016 |
| Trust Point, Inc | La Crosse | WI | 11/2015 | 01/2017 |
| Lpl Financial Llc | Richland Center | WI | 11/2017 | Present |
| Investment Centers Of America, Inc. | Richland Center | WI | 02/2017 | 11/2017 |
| Ica Group Wealth Management, Llc | Richland Center | WI | 08/2021 | 06/2024 |
1. 4/29/2019 - Richland School District - Not Investment Related - 1996 US-14 Richland Center, WI 53581 - Coach - CROSS COUNTRY COACH - Start Date: 08/21/2017 - 60 Hours Per Month/0 Hours During Securities Trading. 2. 11/12/2019 - Mindham Wealth Advisory LLC - Investment related - At reported business location(s) - start date:10/23/2019 - 175 hrs/mo - 7 hrs during trading. 3. 3/23/2020 - Hancel Inc - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 02/14/2020 - 1 Hour Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-24 |
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