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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2020-05-18 |
| WI | RA | APPROVED | 2011-10-11 |
Branch Locations
4321 W College Ave, Appleton, WI 54914 • United States
2775 S. Moorland Road - 3Rd Fl, New Berlin, WI 53151 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anchor Bank | Madison | WI | 07/2001 | 06/2026 |
| Lpl Financial, Llc | New Berlin | WI | 10/2011 | Present |
1. 10/10/2024 - Old National Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 5/1/2016 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-17 |
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