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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-07 |
| MN | RA | APPROVED | 2017-11-29 |
Branch Locations
9555 James Ave S Suite 200, Bloomington, MN 55431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Burns Bros Financial Group | Bloomington | MN | 02/2000 | Present |
| National Planning Corporation | Bloomington | MN | 07/2016 | 11/2017 |
| Lpl Financial Llc | Bloomington | MN | 11/2017 | Present |
1. 11/29/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Independent Insurance Agent - start date 1/1/2000 - 10 hours per month/5 hours during securities trading. 2. 11/29/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA. 3. 9/4/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Other-Notary Public - Start Date: 01/31/2017 - 1 Hour Per Month/1 Hour During Securities Trading - Witness and verify signatures on documents. 4. 1/20/2021 - Burns Brothers Financial Group, DBA BBFG - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Tax Preparer - Started 1/1/2000 - 60 Hours Per Month/40 Hours During Securities Trading. 5. 1/20/2021 - Burns Brothers Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 1/1/2000 - 60 Hours Per Month/40 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-24 |
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