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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-11-17 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
120 Main St Suite B, Appleton, WI 54915 • United States
N 120 Main St Suite B, Appleton, WI 54915 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 03/2023 | 03/2024 |
| Victoria's Italian Cuisine | Appleton | WI | 08/2014 | Present |
| Lou's Brew Cafe | Appleton | WI | 06/2017 | 09/2017 |
| Math Department At The University Of Wisconsin - Madison | Madison | WI | 09/2020 | 01/2021 |
| Brewed Awakenings | Appleton | WI | 06/2019 | 08/2019 |
| Make A Wish Northeast Wisconsin | Appleton | WI | 06/2020 | 08/2020 |
| Proforma | Cleveland | OH | 06/2021 | 08/2021 |
| University Of Wisconsin Madison | Madison | WI | 08/2018 | 08/2022 |
| Appleton West High School | Appleton | WI | 08/2014 | 06/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2024 | 11/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2024 | 11/2025 |
| Lpl Financial Llc | Appleton | WI | 11/2025 | Present |
1) 10/2025 - WEYENBERG FINANCIAL, LLC / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month - 100 % time spent 2) 10/2025 - VICTORIA'S ITALIAN CUISINE / Outside/W-2 Employment / Assistant Manager / Non Inv Related / Start date 08/01/2014 - 20 hrs per month - 10 % time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-16 |
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