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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-02-24 |
| WI | RA | APPROVED | 2024-08-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | New Richmond | WI | 03/2024 | Present |
| Royal Credit Union | New Richmond | WI | 03/2022 | 04/2024 |
| Heartland Credit Union | Inver Grove Heights | MN | 02/2021 | 03/2022 |
| Herbalife Nutrition | New Richmond | WI | 07/2019 | 05/2021 |
| New Richmond High School | New Richmond | WI | 10/2010 | 05/2019 |
| University Of Wisconsin - River Falls | River Falls | WI | 08/2019 | 12/2023 |
| Unemployed | New Richmond | WI | 05/2019 | 07/2019 |
| Royal Credit Union | New Richmond | WI | 03/2024 | Present |
1) 06/18/2024 - Wealth Management at Royal Credit Union - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2) 06/18/2024 - Wisconsin and Minnesota Notary Licenses - Notary - Inv. Related - Home Based - Notary - Start date 11/01/2021. 3) 03/26/2025 - RCU Wealth Management at Royal Credit Union - DBA for LPL Business (entity for LPL business) - Investment Related - Royal Credit Union Offices in Minnesota and Wisconsin - Start Date: 03/21/2025 - 300 Hrs/Mth - 160 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-30 |
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