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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2019-06-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cutler Financial Group, Inc. | Oregon | WI | 06/2017 | 08/2018 |
| Inside Out Field Services Llc | Oregon | WI | 04/2017 | 05/2017 |
| Red Robin | Monona | WI | 08/2016 | 04/2017 |
| Lpl Financial Llc | Oregon | WI | 08/2018 | Present |
1. 8/16/2018 - Accidental Reconstruction Engineering - Not Investment Related - 5972 Executive Dr. Ste 200 Fitchburg, WI 53719 - Outside/W-2 Employment - Start Date: 01/01/2017 - Time Spent 5% - Office Cleaner on the weekends. 2. 8/16/2018 - Cutler Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 08/10/2018 - Time Spent 100%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-18 |
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