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1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-01-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbour Investments, Inc | Madison | WI | 04/2004 | 02/2018 |
| Legacy Investments & Insurance Services | Plymouth | MN | 04/2004 | Present |
| Lpl Financial | Plymouth | MN | 01/2018 | 01/2018 |
| Lpl Financial Llc | Plymouth | MN | 02/2018 | 01/2024 |
| Innovation Partners Llc | Charlotte | NC | 01/2024 | 12/2024 |
| Elevation Point Wealth Partners, Llc | Plymouth | MN | 01/2024 | Present |
Legacy Investments & Insurance Services Inc. - Investment related -605 HWY 169 N, Suite 200 Plymouth MN 55441 - Fixed insurance and Investments - Owner - 2 hr/week
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-01 |
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