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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-03-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Syryczuk Farms | Lublin | WI | 01/2017 | 09/2023 |
| Courtesy Auto | Stanley | WI | 12/2020 | 05/2021 |
| The Buckle | Green Bay | WI | 11/2021 | 04/2022 |
| Kwik Trip | Green Bay | WI | 09/2022 | 05/2023 |
| Adam Smit Investment Management Llc | Stanley | WI | 05/2023 | 05/2024 |
| High School/Middle School Student | Thorp | WI | 09/2013 | 05/2021 |
| Lpl Financial | Stanley | WI | 05/2023 | Present |
| Adam Smit Investment Managment Llc | Stanley | WI | 05/2024 | Present |
| Marathon Cheese | Green Bay | WI | 05/2022 | 08/2022 |
1)10/27/2023 - Adam Smit Investment Management, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 10/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-18 |
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