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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-04-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elite Wealth Planners, Llc | Fond Du Lac | WI | 08/2022 | Present |
| Horicon Wealth Manbagement | Fond Du Lac | WI | 02/2018 | 08/2022 |
| Horicon Bank | Fond Du Lac | WI | 11/2015 | 02/2018 |
| Lpl Financial Llc | San Diego | CA | 12/2017 | Present |
1) 05/30/2024 - Elite Wealth Planners, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/22/2022 - 40 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-30 |
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