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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
1715 County Road B2 W, Roseville, MN 55113 • United States
4600 White Bear Lake Pkwy, White Bear Lake, MN 55110 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
4600 White Bear Lake Pkwy, White Bear Lake, MN 55110 • United States
2 disclosure categories 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 Advisors Inc. | Arden Hills | MN | 01/2012 | 11/2025 |
| Raymond James Financial Services, Inc | Arden Hills | MN | 01/2012 | 11/2025 |
| Bremer | Arden Hills | MN | 04/2014 | 11/2025 |
| Bremer Investment Services | White Bear Lake | MN | 04/2019 | 11/2025 |
| Bremer | White Bear Lake | MN | 01/2012 | 11/2025 |
| Lpl Financial Llc | White Bear Lake | MN | 11/2025 | Present |
| Old National Bank | White Bear Lake | MN | 11/2025 | Present |
1. 09/2025 - Old National Bank Advisor Referral Programs - Financial Institution Duty - Investment Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - White Bear Lake, MN 55110 - OBA Start Date: 11/07/2025 2. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Old National Wealth Advisors - Investment Related - At Reported business location(s) - Start Date: 09/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-21 |
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