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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-20 |
| WI | RA | APPROVED | 2024-11-20 |
Branch Locations
17 N Pioneer Rd, Fond Du Lac, WI 54935 • United States
695 East Ave, Lomira, WI 53048 • United States
1390 B Horicon St, Mayville, WI 53050 • United States
113 N Milwaukee St, Theresa, WI 53091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jasen Wealth Advisors Llc | West Bend | WI | 05/2024 | 08/2024 |
| Hawking Capital Llc | Fond Du Lac | WI | 01/2020 | Present |
| Rolling Meadows Golf Course | Fond Du Lac | WI | 06/2017 | 08/2017 |
| Dominican University - Tmac Internship | River Forest | IL | 09/2020 | 01/2021 |
| Dominican University | River Forest | IL | 08/2019 | 05/2021 |
| Dominican University | River Forest | IL | 08/2019 | 05/2022 |
| Fond Du Lac High School | Fond Du Lac | WI | 08/2015 | 06/2019 |
| Osaic Wealth Inc | West Bend | WI | 05/2024 | 08/2024 |
| Empeople Credit Union | Lomira | WI | 10/2024 | Present |
| Lpl Financial Llc | Lomira | WI | 10/2024 | Present |
1- 10/23/2024 - Empeople Investment & Retirement Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 2- 10/23/2024 - Hawking Capital LLC - Business Entity For Tax/Investment Purposes Only - Owner - Not Investment Related - Fond du Lac, WI - Start Date 01/01/2020 - 50 Hours Per Month/ 1 Hour During Trading 3) 02/10/2025 - Cass & Kyle Properties LLC - Investment Related - Real Estate Rental - Fond du Lac, WI - Start Date:04/10/2022 - 10 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-20 |
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