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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc. | Arlington Heights | IL | 07/2002 | 09/2020 |
| Thrivent Financial For Lutherans | Appleton | WI | 07/2002 | 09/2020 |
| Thrivent Advisor Network, Llc D/B/A Intentgen Financial Partners | Arlington Heights | IL | 09/2020 | 01/2025 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 09/2020 | 07/2024 |
| Thrivent Investment Management Inc | Minneapolis | MN | 08/2024 | 01/2025 |
| Lpl Financial Llc | Arlington Heights | VA | 01/2025 | Present |
1- 12/2024 / North Arlington Financial Solutions / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 6.5 hrs during trading / At reported business location(s) 2. 04/29/2025 - Newman Long Term Care - Non-Variable Insurance - Investment Related - MN, Minneapolis - 6 Hrs/Mth - 0 Hrs During Trading - Start Date:05/15/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-09 |
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