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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
3601 Minnesota Dr, Ste 550, Bloomington, MN 55435 • 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 |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Bloomington | MN | 06/2001 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Saint Paul | MN | 09/2001 | 07/2021 |
| The Lakeshore Group (Dba) | Bloomington | MN | 02/2018 | 07/2021 |
| Lpl Financial Llc | Bloomington | MN | 07/2021 | Present |
1) 01/2020 - DBA for LPL Financial (entity for LPL Financial) / Lakeshore Group Wealth Management / Investment Related / Bloomington, MN 55435 2) 01/2018 - Business Entity for Tax/Investment Purposes / Lakeshore Group Wealth Management / Investment Related / Bloomington, MN 55435 3) 01/10/2025 - Cedar Rose Wild, LLC- Investment Related - Other - Member Managed LLC - Alexandria, MN - Start Date:01/06/2025 - 1 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-21 |
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