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505 North Highway 169 Suite 260, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-06-04 |
| MN | RA | APPROVED | 2014-04-23 |
Branch Locations
505 North Highway 169 Suite 260, Plymouth, MN 55441 • United States
Fort Worth, TX • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Plymouth | MN | 04/2014 | Present |
| Vpwm Advisors Llc Dba Vantage Point Wealth Management | Plymouth | MN | 04/2014 | Present |
| Bortolussi Wealth Management, L.L.C. | Plymouth | MN | 05/2014 | Present |
| James Patrick Bortolussi, Sole Proprietor | Plymouth | MN | 03/2009 | Present |
(1.) VPWM Advisors LLC; Yes; RIA; Investment Advisor Representative; 04/2014; 160/ HRS MO; 160; HRS MO; Investment Advice, Asset Management & Financial Planning (2.) Bortolussi Wealth Management, L.L.C; No; Business entity for Tax/ accounting purposes; Owner; 05/2014; 1/ HR MO; 0/ HRS MO; Tax & Accounting (3.) James Patrick Bortolussi, Sole Proprietor; Yes; Insurance Services; Insurance Agent; 03/2009; 10/ HRS MO; 10/ HRS MO; Insurance Product Sales (4.) LPL Financial LLC; Yes; Broker/ Dealer; Registered Representative; 04/2014; 10/ HRS MO; 10/ HRS MO; Financial recommendations and client transactions in securities market.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-02-24 |
| S66 | Uniform Combined State Law Examination | 2001-03-30 |
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