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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-09-28 |
| WI | RA | APPROVED | 2018-09-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services | Neenah | WI | 09/2009 | 09/2018 |
| Lpl Financial Llc | Neenah | WI | 09/2018 | Present |
1)09/28/2018 - DBA for LPL Business (entity for LPL business) - Neelam Davison Investments, LLC - 100% - INVESTMENT RELATED - NEENAH, WI 54956 2)09/28/2018 - Notary - NEELAM KRISHNANEY-DAVISON - 0% - INVESTMENT RELATED - NEENAH, WI 54956 3)09/28/2018 - Outside/W-2 Employment - Dr. Rick Davison Associate LLC - 0% - INVESTMENT RELATED - APPLETON, WI 4)09/28/2018 - Teacher - Office of Continuing Education University of Wisconsin Fox Valley - 2% - NOT INVESTMENT RELATED - MENASHA, WI 5) 10/6/2020 - Midland National Life and Allianz Life - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/01/2003 - 20 Hours Per Month/1 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-08-12 |
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