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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-04-16 |
Branch Locations
2673 Lineville Rd, Green Bay, WI 54313 • United States
W61N301 Washington Ave, Cedarburg, WI 53012 • United States
1700 S Silverbrook Dr, West Bend, WI 53095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2023 | 02/2025 |
| Window World Of Southeastern Wisconsin/Gantner Construction | Germantown | WI | 07/2019 | 06/2023 |
| Craft Beer Cellar/Mcv Beers Llc | Pewaukee | WI | 10/2017 | 07/2020 |
| Chili's Grill&Bar | Germantown | WI | 08/2004 | 09/2017 |
| Dee's Catering | Hartland | WI | 01/2002 | 10/2017 |
| Summit Credit Union | West Bend | WI | 04/2025 | Present |
| Lpl Financial Llc | West Bend | WI | 04/2025 | Present |
1)03/25/2025 - Summit Financial Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-29 |
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