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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-15 |
| WI | RA | APPROVED | 2025-03-26 |
Branch Locations
W176N9810 Rivercrest Dr #A101, Germantown, WI 53022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meijer | Sussex | WI | 08/2019 | 04/2020 |
| Metro Market (Kroger) | Sussex | WI | 04/2020 | Present |
| Insomnia Cookies | Oshkosh | WI | 09/2023 | 12/2023 |
| Northwestern Mutual | Milwaukee | WI | 12/2023 | 05/2024 |
| Hamilton School District | Sussex | WI | 09/2007 | 07/2019 |
| Lpl Financial | Germantown | WI | 01/2025 | Present |
1) 12/2024 - Janssen Financial Management LLC / DBA for LPL Business (entity for LPL business) / Inv. Related / Germantown WI 53022 / Start date 12/17/2024 2) 12/2024 - Kroger / Outside/W-2 Employment / Non Inv. Related / Sussex, WI 53089 / Start date 04/05/2020 - 16 Hrs per month - 2 % Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-25 |
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