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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-02-10
  • WI RA
    APPROVED
    Since 2025-02-10

Branch Locations

Rice Lake, WI • United States

2019 Cenex Dr, Rice Lake, WI 54868 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Dubuque Dubuque IA 09/2015 05/2016
Self Employed St. Petersburg FL 05/2016 09/2016
Florida Southern College Lakeland FL 09/2016 05/2017
Altria Group, Inc. St. Petersburg FL 05/2017 08/2017
Florida Southern College Lakeland FL 09/2017 12/2017
Quanex Building Products Rice Lake WI 01/2018 02/2018
Onemain Financial Rice Lake WI 02/2018 04/2018
Lakeland Tropics Lakeland FL 05/2018 10/2018
Milwaukee Wave Milwaukee WI 11/2018 12/2018
Aviation Resources Cumberland WI 01/2019 10/2019
Swits, Ltd. Rice Lake WI 01/2019 07/2020
Milwaukee Wave Milwaukee WI 11/2019 07/2021
Sc Wave Waukesha WI 08/2020 07/2021
Green Bay Voyageurs Green Bay WI 05/2019 08/2019
Unemployed Milwaukee WI 08/2021 09/2021
Johnson Bank Milwaukee WI 10/2021 08/2022
Johnson Wealth Inc Milwaukee WI 08/2022 04/2024
Unemployed Rice Lake WI 04/2024 01/2025
Lpl Financial Llc Rice Lake WI 01/2025 Present
Johnson Financial Group Rice Lake WI 01/2025 Present
  • 09/2015 → 05/2016
    University Of Dubuque
    Dubuque, IA
  • 05/2016 → 09/2016
    Self Employed
    St. Petersburg, FL
  • 09/2016 → 05/2017
    Florida Southern College
    Lakeland, FL
  • 05/2017 → 08/2017
    Altria Group, Inc.
    St. Petersburg, FL
  • 09/2017 → 12/2017
    Florida Southern College
    Lakeland, FL
  • 01/2018 → 02/2018
    Quanex Building Products
    Rice Lake, WI
  • 02/2018 → 04/2018
    Onemain Financial
    Rice Lake, WI
  • 05/2018 → 10/2018
    Lakeland Tropics
    Lakeland, FL
  • 11/2018 → 12/2018
    Milwaukee Wave
    Milwaukee, WI
  • 01/2019 → 10/2019
    Aviation Resources
    Cumberland, WI
  • 01/2019 → 07/2020
    Swits, Ltd.
    Rice Lake, WI
  • 11/2019 → 07/2021
    Milwaukee Wave
    Milwaukee, WI
  • 08/2020 → 07/2021
    Sc Wave
    Waukesha, WI
  • 05/2019 → 08/2019
    Green Bay Voyageurs
    Green Bay, WI
  • 08/2021 → 09/2021
    Unemployed
    Milwaukee, WI
  • 10/2021 → 08/2022
    Johnson Bank
    Milwaukee, WI
  • 08/2022 → 04/2024
    Milwaukee, WI
  • 04/2024 → 01/2025
    Unemployed
    Rice Lake, WI
  • 01/2025 → Present
    Rice Lake, WI
  • 01/2025 → Present
    Johnson Financial Group
    Rice Lake, WI
Previous Registrations
Other Businesses

1- 02/10/2025 - Johnson Financial Group Financial Advisors - DBA for LPL Business (entity for LPL business) - Inv Rltd - At Reported Business Location(s) - 0 Hrs/Mth - 0 Hrs During Trading. 2) 07/25/2025 - 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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-05-05
S65 Uniform Investment Adviser Law Examination 2022-06-25
  • S63 Uniform Securities Agent State Law Examination
    2025-05-05
  • S65 Uniform Investment Adviser Law Examination
    2022-06-25
Other Names
  • Dani Morillo
  • Dani Morillo Blandon
  • Daniel Morillo Blandon
  • Daniel Morillo Blandon
  • Daniel Morillo Morillo Blandon

View on SEC IAPD

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