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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-02 |
| WI | RA | APPROVED | 2025-04-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Koss Wealth Advisors / Dba For Lpl Business | Antigo | WI | 10/2024 | Present |
| Unemployed | Milwaukee | WI | 03/2024 | 10/2024 |
| Zsh Ventures / Dba For Rta Group | Milwaukee | WI | 08/2023 | 02/2024 |
| Zizzl Llc | Milwaukee | WI | 11/2020 | 07/2023 |
| Uw Milwaukee | Milwaukee | WI | 01/2020 | 07/2021 |
| Antigo Arborists | Antigo | WI | 05/2019 | 11/2020 |
| Unemployed | Highland Ranch | CO | 03/2019 | 05/2019 |
| Pax8 | Greenwood Village | CO | 10/2018 | 02/2019 |
| Unemployed | Highland Ranch | CO | 09/2018 | 09/2018 |
| Cornerstone Advisors Of Ameriprise Financial | Wausau | WI | 08/2017 | 08/2018 |
| Uw Milwaukee | Milwaukee | WI | 09/2013 | 07/2017 |
| Door County Sunglass Company | Egg Harbor | WI | 05/2014 | 12/2016 |
| Lpl Financial Llc | Antigo | WI | 10/2024 | Present |
1) 02/2025 - Koss Wealth Advisors / DBA for LPL Business (entity for LPL business) Inv Related - at reported business location (s) 160 Hrs per month - 100% Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-16 |
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