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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 04/2023 | 05/2025 |
| Capital Credit Union Wi | Kimberly | WI | 04/2023 | Present |
| The Loft | Appleton | WI | 01/2023 | Present |
| U.S. Bank | Appleton | WI | 02/2020 | 04/2023 |
| Community First Credit Union | Appleton | WI | 08/2009 | 02/2020 |
| Lpl Financial Llc | Kimberly | WI | 05/2025 | Present |
1. 05/15/2025- Capital Investment Group- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 05/16/2025- 160 Hours Per Month- 160 Hours During Trading 2. 05/15/2025- Loft- Outside/W-2 Employment- Not INV Related- At Reported Business Location(s)- Start date 01/22/2023- 36 Hours Per Month 3. 05/15/2025- WI Notary Public- Notary- INV Related- At Reported Business Location(s)- Start date 04/29/2024- 1 Hour Per Month- 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-03 |
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