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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-18 |
| WI | RA | APPROVED | 2022-07-18 |
Branch Locations
500 Third Street, Wausau, WI 54403 • United States
225065 Rib Mountain Dr., Wausau, WI 54401 • United States
Wausau, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcevoy'S House Of Honey Llc | Wausau | WI | 07/2006 | 10/2017 |
| Thrivent Investment Management Inc | Wausau | WI | 08/2017 | 07/2022 |
| Thrivent Financial | Appleton | WI | 11/2017 | 01/2018 |
| Thrivent Financial | Appleton | WI | 01/2018 | 07/2022 |
| Lpl Financial | Wausau | WI | 07/2022 | Present |
7/2022 - DBA for LPL Business (entity for LPL business) - BMO Investment Services - Investment Related - Wausau, WI 54403
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-21 |
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