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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-07-07 |
| TX | RA | APPROVED_RES | 2023-01-12 |
| MN | RA | APPROVED | 2022-11-28 |
| WI | RA | APPROVED | 2017-05-31 |
Branch Locations
2290 Sycamore Road, Dekalb, IL 60115 • United States
25 W. Main Street, Ste 200, Madison, WI 53703 • United States
111 2Nd Street S. Suite 100, Mankato, MN 56001 • United States
Muscoda, WI • United States
812 West Springfield, Champaign, IL 61820 • United States
3503 Paramount Drive, West Lafayette, IN 47906 • United States
100 N. 2Nd Street, Lafayette, IN 47901 • United States
401 Washington Street, Covington, IN 47932 • United States
140 S Creasy Lane, Lafayette, IN 47905 • United States
8750 W Bryn Mawr Ste 1300, Chicago, IL 60631 • United States
230 West State St, Sycamore, IL 60178 • United States
2 W Main Street, Danville, IL 61832 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Old National Bank (Formerly: Anchor Bank) | Lancaster | WI | 09/1989 | Present |
| Lpl Financial, Llc | Lancaster | WI | 04/2017 | Present |
1) 04/25/2017 - Norwex - Direct Sales - non-inv rel - Muscoda, WI - Start Date 04/2010 - Time Spent 10% 2) 02/12/2024 - Old National Bank - Non-Investment Related - At Reported Business Location(s) - Financial Institution Duty - Wealth Advisor, Investment Strategies Team - Start Date: 1/2/2020 - 3 Hours Per Month During Securities Trading. 3) 12/03/2024 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Old National Wealth Advisors - Investment Related - At Reported Business Location(s) - Start Date 12/3/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-30 |
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