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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-05-15 |
Branch Locations
1235 W Spencer St, Appleton, WI 54914 • United States
600 W Kimberly Ave, Kimberly, WI 54136 • United States
509 N Richmond St, Appleton, WI 54911 • United States
2701 N Ballard Rd, Appleton, WI 54911 • United States
455 S Nicolet Rd, Appleton, WI 54914 • United States
2626 S Oneida Street, Appleton, WI 54915 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 02/2023 | 05/2025 |
| Community First Credit Union (Wi) | Appleton | WI | 02/2023 | Present |
| Paynewest Insurance | Missoula | MT | 09/2021 | 02/2023 |
| Grizzly Sports Properties - Learfield | Missoula | MT | 06/2017 | 03/2021 |
| Washington State Athletics | Kennewick | WA | 06/2016 | 06/2017 |
| Unemployed | Missoula | MT | 04/2021 | 09/2021 |
| Lpl Financial Llc | Appleton | WI | 05/2025 | Present |
1 - 06/2025 - Community First Financial Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-17 |
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