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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-02-11 |
Branch Locations
8046 39Th Ave, Kenosha, WI 53142 • United States
7500 Green Bay Rd, Kenosha, WI 53142 • United States
Milwaukee, WI • United States
3928 60Th Street, Kenosha, WI 53144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Johnson Financial Group | Kenosha | WI | 10/2024 | Present |
| Pac West Wealth Partners Ameriprise Financial | Corvallis | OR | 06/2023 | 06/2024 |
| Oregon State University | Corvallis | OR | 09/2020 | 06/2024 |
| Chipotle | Gresham & Corvallis | OR | 09/2017 | 02/2021 |
| Unemployed | Milwaukee | WI | 06/2024 | 10/2024 |
| Under Age 16 - Full Time School | Gresham | OR | 11/2014 | 09/2017 |
| Lpl Financial Llc | Kenosha | WI | 10/2024 | Present |
1. 11/11/2024- Johnson Financial Group Financial Advisors- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location(s) - Start Date 10/08/2024 - 160 Hrs Per Mnth- 160 Hrs During Trading- 2) 07/24/2025 - Johnson Financial Group-Trust Department - Not Investment Related - Financial Institution Duty - At Reported Business Location(s) - Start Date:07/03/2025 - 2 Hrs/Mth - 2 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-10 |
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