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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-07 |
Branch Locations
298 South Grand Ave Suite 110, Sun Prairie, WI 53590 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Sun Prairie | WI | 01/2024 | Present |
| Uw Credit Union | Sun Prairie | WI | 01/2023 | Present |
| Thompson Safety | Milwaukee | WI | 06/2022 | 01/2023 |
| Rev Group Inc. | Milwaukee | WI | 07/2016 | 06/2022 |
1) 05/17/2024 - No Business Name - Inv Related - Notary - Started: 5/13/2024 - 0 Hrs/Mo. 2) 05/17/2024 - Wealth Management at UW Credit Union - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 5/13/2024 - 160 Hrs/Mo; 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-07 |
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