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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-01 |
Branch Locations
444 Main St., Suite #207, La Crosse, WI 54601 • United States
Viroqua, WI • United States
121 E Terhune St, Viroqua, WI 54665 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | La Crosse | WI | 08/2017 | Present |
| Rapid Capital Funding | Miami | FL | 12/2010 | 04/2017 |
| Beyond Vineyard | La Farge | WI | 05/2017 | 08/2017 |
1.08/28/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name SOCIALLY RESPONSIBLE RETIREMENT STRATEGIES / Socially Responsible Retirement Strategies LLC; Investment Related; at Reported Business Location(s); Start Date 01/17/2020; 160hrs/mth; 160hrs during trading 2.10/13/2023; Mill Creek Bottoms; Other - Agriculture; Not Investment Related; at Reported Business Location(s); Start Date 09/13/2023; 10hrs/mth; 0hrs during trading 3.11/21/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Emerald Financial; Investment Related; at Reported Business Location(s); Start Date 11/18/2024; 40hrs/mth; 40hrs during trading 4.05/18/2026; Civic Ledger; Author; Not Investment Related; Viroqua,WI; Start Date 05/12/2026; 20hrs/mth; 5hrs during trading 5.05/20/2026; Civic Ledger; Radio/ TV/ Podcast; Investment Related; Viroqua,WI; Start Date 05/12/2026; 20hrs/mth; 5hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-11 |
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