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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-04 |
| WI | RA | APPROVED | 2025-01-14 |
Branch Locations
4001 North Main Street, Racine, WI 53402 • United States
Lake Villa, IL • United States
4959 Douglas Ave, Racine, WI 53402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Round Lake Beach | IL | 06/2014 | 04/2018 |
| Lpl Financial Llc | Grayslake | IL | 04/2018 | 05/2019 |
| Edward Jones | St Louis | MO | 06/2019 | 04/2022 |
| Fifth Third Bank | Gurnee | IL | 04/2022 | 01/2025 |
| Fifth Third Securities | Gurnee | IL | 04/2022 | 01/2025 |
| Johnson Financial Group | Racine | WI | 01/2025 | Present |
| Lpl Financial Llc | Racine | WI | 01/2025 | Present |
1)01/13/2025 - CAJA HOLDINGS LLC - Real Estate Rental - Co-Owner - Inv Rel - Antioch, IL - Start: 04/01/2018 - 1 Hr/Mth 0hrs during Trading 2)01/13/2025 - Johnson Financial Group Financial Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 3)01/13/2025 - DoorDash - Delivery - Non-Inv Rel - San Francisco, CA - Start: 05/01/2024 - 4 Hr/Mth 0hrs during Trading 4. 06/27/2025 - Johnson Financial Group - Trust Dept - Financial Institution Duty - Inv Related - At Reported Business Location(s) - Start Date: 06/16/2025 - 1 Hrs/Mth - 0 Hrs During Trading. 5.09/02/2025 - My Pro Pulse - Business Owner - Home Based - Not Inv Rel - Start date: 08/24/2025 - 8hrs/mnth 0hrs during Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-04 |
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