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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-19 |
| WI | RA | APPROVED | 2025-05-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Waukesha | WI | 03/2024 | Present |
| Educators Credit Union | Waukesha | WI | 03/2024 | Present |
| Educators Credit Union | Milwaukee | WI | 08/2021 | 03/2024 |
| Russ Darrow Nissan | Milwaukee | WI | 08/2018 | 08/2021 |
| Russ Darrow Nissan | Milwaukee | WI | 01/2017 | 08/2017 |
| Chipotle | Brookfield | WI | 04/2015 | 12/2016 |
| John Brown University | Siloam Springs | AR | 08/2017 | 08/2018 |
| Brookfield East Highschool | Brookfield | WI | 08/2013 | 06/2017 |
1) 07/16/2024 - Educators Investment Services - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 07/16/2024 - Notary - WI 53188 - Investment related - 1 Hour per month - Start date: 03/21/2022.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-01-25 |
| S66 | Uniform Combined State Law Examination | 2024-12-20 |
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