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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-10-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Winneconne Middle School | Winneconne | WI | 08/2014 | 05/2017 |
| Winneconne High School | Winneconne | WI | 08/2017 | 05/2021 |
| Faith Technologies | Neenah | WI | 06/2021 | 08/2021 |
| University Of Wisconsin - Madison | Madison | WI | 09/2021 | 12/2024 |
| Woodeyes Bar And Grill | Winneconne | WI | 05/2022 | 12/2023 |
| Third Coast Advisors | Madison | WI | 05/2024 | 08/2024 |
| Secura Insurance | Neenah Wi | WI | 03/2023 | 01/2025 |
| Unemployed | Winneconne | WI | 02/2025 | 04/2025 |
| Provident Financial Consultants | Oshkosh | WI | 04/2025 | Present |
| Lpl Financial Llc | Oshkosh | WI | 05/2025 | Present |
1)07/01/2025 - Provident Financial Consultants, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-02 |
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