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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-12-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Madison | WI | 06/2023 | Present |
| Uw Credit Union | Madison | WI | 06/2023 | Present |
| Firefly Coffeehouse | Oregon | WI | 02/2018 | Present |
| Pasqual's Cantina | Madison | WI | 11/2015 | 04/2020 |
| Uw Whitewater | Whitewater | WI | 06/2022 | Present |
| Madison College | Madison | WI | 01/2021 | 08/2022 |
1) 10/2023 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Wealth Management at UW Credit Union - Inv. Related - At Reported Business Location(s) 2) 10/2023 - UW CREDIT UNION - Financial Institution Duty - Inv. Related - MADISON, WI - Client Services Associate - Start Date 11/15/2021 - 160hrs/month - 100% time spent 3) 10/2023 - UW CREDIT UNION - Notary - Inv. related - MADISON, WI - Notary - Start Date 8/17/2022 - 2hrs/month - 1% time spent 4) 10/2023 - Firefly Coffeehouse - Outside/W-2 Employment - Non-inv. Related - Oregon, WI - Lead Vegan Baker & Menu Developer - Start Date 02/19/2018 - 4hrs/month - 2.5% time spent 5) 04/07/2026 - Whisked and Woven Bakes - Business Owner - Not Investment Related - Madison, WI - Start Date 03/16/2026 - 10 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-15 |
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