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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2013-12-20 |
Branch Locations
17850 Kenwood Trail Suite 221, Lakeville, MN 55044-7033 • United States
1 disclosure category 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 | Lakeville | MN | 12/2010 | Present |
1. 3/25/2013: NON-VARIABLE INSURANCE DBA - STONEBROOKE WEALTH MANAGEMENT, INC. - PROVIDE FIXED LIFE INSURANCE SOLUTIONS TO CLIENTS INCLUDING LONG-TERM CARE, UL, IUL, DISABILITY INSURANCE, AND FIXED ANNUITIES AS NEEDED. - TIME SPENT 30% - LAKEVILLE, MN. 2) 04/01/2025 - Stonebrooke Wealth Management and Exit Planning In - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:03/28/2025 - 240 Hrs/Mth - 240 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-27 |
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