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PEGGY ELLEN BORIS
MARGARET ELLEN BORIS MRS, MARGARET ELLEN LONGMEYER MS, PEGGY ELLEN LONGMEYER MS.
CRD#: 4917780
IA
Investment Adviser
B
Broker
RICHMOND INVESTMENT SERVICES LLCCRD#: 327451 7702 W MEQUON RD
MEQUON, WI 53097-3217
LPL FINANCIAL LLCCRD#: 6413 7702 W MEQUON RD
MEQUON, WI 53097
Registration History
200620082010201220142016201820202022202420262 FIRMS2008 - 2010 (2 years)IARICHMOND INVESTMENT SERVICES LLC (CRD# 327451)2024 - Present (<1 year)BLPL FINANCIAL LLC (CRD# 6413)2010 - Present (14 years)BA. G. EDWARDS & SONS, INC. (CRD# 4)2005 - 2008 (2 years)IALPL FINANCIAL LLC (CRD# 6413)2010 - 2024 (13 years)
Disclosure(s)
View By:
3/30/2010
Customer Dispute
Denied
License(s)

State Registrations

B
Arizona 7/14/2020

B
Ohio 12/10/2010

B
Colorado 10/3/2023

B
Oregon 7/21/2022

B
Florida 1/31/2011

B
South Carolina 1/6/2014

B
Illinois 5/1/2018

B
Texas 4/20/2018

B
Louisiana 8/18/2020

IA
Texas 6/14/2024

B
Massachusetts 1/28/2025

B
Washington 9/24/2015

B
Michigan 3/28/2023

B
Wisconsin 12/10/2010

B
Minnesota 3/18/2016

IA
Wisconsin 6/14/2024

B
New York 7/25/2024

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
RICHMOND INVESTMENT SERVICES LLC (CRD#:327451)
7702 W MEQUON RD, MEQUON, WI 53097-3217
Registered with this firm since 6/14/2024

B
LPL FINANCIAL LLC (CRD#:6413)
7702 W MEQUON RD, MEQUON, WI 53097
MILWAUKEE, WI
Registered with this firm since 12/10/2010

Previous Registration(s)
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IA
12/16/2010 - 06/24/2024 LPL FINANCIAL LLC (CRD#:6413) FORT MILL, SC
IA
01/01/2008 - 12/13/2010 WELLS FARGO ADVISORS, LLC (CRD#:19616) MEQUON, WI
B
01/01/2008 - 12/13/2010 WELLS FARGO ADVISORS, LLC (CRD#:19616) MEQUON, WI
B
04/14/2005 - 01/03/2008 A. G. EDWARDS & SONS, INC. (CRD#:4) MEQUON, WI
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.