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Kyle Courtney

LPl Financial LLC

Grand Chute, WI

Menasha, WI

Appleton, WI

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-03-01
  • WI RA
    APPROVED
    Since 2022-03-01

Branch Locations

5140 W. Integrity Way, Grand Chute, WI 54913 • United States

849 Warsaw Street, Menasha, WI 54952 • United States

4830 N Ballard Rd, Appleton, WI 54913 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 03/2017 03/2021
Unemployed Appleton WI 01/2017 03/2017
Global Data Consultants Chambersburg PA 10/2011 01/2017
Unemployed Menasha WI 03/2021 02/2022
Lpl Financial Llc Menasha WI 03/2022 Present
  • 03/2017 → 03/2021
    Edward Jones
    St Louis, MO
  • 01/2017 → 03/2017
    Unemployed
    Appleton, WI
  • 10/2011 → 01/2017
    Global Data Consultants
    Chambersburg, PA
  • 03/2021 → 02/2022
    Unemployed
    Menasha, WI
  • 03/2022 → Present
    Lpl Financial Llc
    Menasha, WI
Previous Registrations
  • 2017-07-21 → 2021-03-04
    Edward Jones
    Appleton, WI
    St Louis, MO
    Appleton, WI
    Appleton, WI
    Kaukauna, WI
    Appleton, WI
Other Businesses

1)02/25/2022 - Prosperity Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 03/2022

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-12
  • S66 Uniform Combined State Law Examination
    2017-05-12
Other Names
  • Kyle Andrew Courtney

View on SEC IAPD

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