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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-11-12 |
| TX | RA | APPROVED_RES | 2025-11-08 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
400 2Nd St South St, St Cloud, MN 56301 • United States
400 2Nd St South, St Cloud, MN 56301 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services | St Cloud | MN | 08/2009 | 11/2025 |
| Bremer Bank | St. Cloud | MN | 06/2010 | 11/2025 |
| Raymond James Financial Services Advisors Inc. | St. Cloud | MN | 08/2009 | 11/2025 |
| Old National Bank | St. Cloud | MN | 11/2025 | Present |
| Lpl Financial Llc | St. Cloud | MN | 11/2025 | Present |
1) 09/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Old National Wealth Advisors Inv Related / At reported business location (s)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-03-15 |
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