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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-15 |
| WI | RA | APPROVED | 2025-05-15 |
Branch Locations
2300 Industrial Dr, Neenah, WI 54956 • United States
125 E Forest Ave, Neenah, WI 54956 • United States
670 Lake Park Rd, Menasha, WI 54952 • United States
201 Main St, Menasha, WI 54952 • United States
1006 Royalton Street, Waupaca, WI 54981 • United States
2626 S Oneida Street, Appleton, WI 54915 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Menasha | WI | 08/2012 | 08/2022 |
| Prospera Credit Union | Menasha | WI | 10/2016 | 08/2022 |
| Cuso Financial Services, Lp | San Diego | CA | 08/2022 | 05/2025 |
| Community First Credit Union (Wi) | Appleton | WI | 08/2022 | Present |
| Lpl Financial Llc | Appleton | WI | 05/2025 | Present |
1 - 05/2025 - Community First Financial Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - 175 Hours/Month - 175 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-27 |
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