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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-26 |
| MN | RA | APPROVED | 2024-01-30 |
Branch Locations
11272 86Th Ave N., Suite B, Maple Grove, MN 55369 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial Advisors | Bloomington | MN | 12/2010 | 01/2020 |
| Osaic Wealth, Inc. Fka Royal Alliance Associates, Inc., | Maple Grove | MN | 03/2020 | 01/2024 |
| Financial Dimensions Group, Inc. | Maple Grove | MN | 07/2020 | 01/2024 |
| Lpl Financial, Llc | Maple Grove | MN | 01/2024 | Present |
1-01/2024 / HENRICHS FINANCIAL GROUP, LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 80 hr mnth / 4 hrs during trading 2-01/2024 / Marie L Henrichs / Non-Variable Insurance / Investment Related / 6 hrs mnth / 1 hrs during trading / start date 11/01/2021 3-01/2024 / MarieL Henrichs / Borrower of a Loan / Investment Related / start date 12/06/2023 4- 01/2024 / M2 FINANCIAL GROUP / DBA for LPL Business (entity for LPL business) / Investment Related / 80 hrs mnth / 4 hrs during trading / start date 11/01/2021 5- 02/07/2024 - The Michael Matheson Group - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 1/1/2024 - 40 hrs/mo; 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-21 |
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