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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-08-24 |
Branch Locations
849 Lake Street East, Wayzata, MN 55391 • United States
Minneapolis, MN • United States
849 Lake Street East, Wayzata, MN 55391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2015-01-13 |
| MN | RA | APPROVED | 2014-07-28 |
| TX | RA | APPROVED_RES | 2013-08-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 360 Financial, Inc. | Minnetonka | MN | 10/1995 | Present |
| Lpl Financial Llc | Minnetonka | MN | 08/2013 | Present |
| Rapacki + Co. | Wayzata | MN | 12/2022 | Present |
1. 08/30/2013 - 360 FINANCIAL/ RIA/ 100%/ MINNETONKA, MN 2. 08/30/2013 - 360 FINANCIAL/ DBA ONLY/ 100%/ MINNETONKA, MN 3. 08/30/2013 - FIXED INSURANCE SALES/ SALE OF NON-VARIABLE INSURANCE/ 10%/ MINNETONKA, MN. 4. 11/2/2020 - Live with Purpose LLC DBA Lake Minnetonka Triathlon - Not Investment Related - Home Based - Other-Business Owner - Start Date: 10/1/2018 - 2 Hours Per Month/1 Hour During Securities Trading. 5. 4/10/2018 - Mutual Of Omaha - Investment Related - At Reported Business Location(s) - Other-Non variable insurance trails only - Started 03/16/2018- 1 Hour Per Month During Securities Trading - Long Term Care. 6. 2/17/2023 - Rapacki + Co. - Investment Related - 6800 France Ave. South #120 Edina, MN 55435 - Tax Prep/Accounting/CPA - Start Date - 12/2022 - 12 Hours Per Month/8 Hours During Securities Trading 7. 04/20/2023 - 360 Financial: Rapacki + Co. - Investment Related - 6800 France Ave. South #120, Edina, MN 55435 - Tax Prep/Accounting/CPA - Start Date 01/01/2023 - 12 Hours Per Month/8 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-14 |
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