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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-09-12 |
Branch Locations
1712 Monroe St, Madison, WI 53711 • United States
1391 Olympia Fields Dr, Oconomowoc, WI 53066 • United States
1101 Spring St, Madison, WI 53715 • United States
106 East Main St, Beaver Dam, WI 53916 • United States
1901 Market Way, Watertown, WI 53094 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Winona | MN | 08/2012 | 05/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2018 | 12/2022 |
| Northwestern Mutual Investment Services Llc | Milwaukee | WI | 03/2018 | 12/2022 |
| Bubs Brewing Company | Winona | MN | 08/2015 | 02/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2019 | 12/2022 |
| Lpl Financial Llc | Oconomowoc | WI | 01/2023 | Present |
| Landmark Credit Union | Oconomowoc | WI | 01/2023 | Present |
1) 01/06/2023 - Landmark Credit Union - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Financial Advisor - Start Date: 12/12/2022 - 170 Hours per month/6 Hours During Securities Trading - Time Spent 100%. 2) 05/12/2023 - Landmark Investment Center - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 12/12/2022 3) 07/18/2024 - Other - Selling Sports Cards - Not Investment Related - Home Based - Start Date 05/01/2024 - 2 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-08-11 |
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