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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-08-03 |
| TX | RA | APPROVED | 2023-08-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zimmer Biomet | Warsaw | IN | 11/2007 | 10/2017 |
| Kdj Group | Warsaw | IN | 10/2017 | 08/2023 |
| Cetera Investment Services Llc | St. Cloud | MN | 12/2017 | 08/2023 |
| Cetera Investment Advisers Llc | Warsaw | IN | 02/2018 | 08/2023 |
| Lpl Financial Llc | Warsaw | IN | 08/2023 | Present |
1) 08/2023 - Winona Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 08/2023 - KDJ Group - Business Entity For Tax/Investment Purposes Only - employee - GA - Not investment related - Start date: 6/8/2023. 3) 04/20/2026 - Willow Tree Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/01/2026 - 160 hours per month/ 120 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-19 |
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