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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Scottsdale | AZ | 09/2009 | 01/2020 |
| Centered Wealth Strategies | Scottsdale | AZ | 11/2012 | 01/2020 |
| Brian J Tollefson, Llc | Mesa | AZ | 10/2006 | 07/2021 |
| Order Of Knights, Eagles, And Tigers | Mesa | AZ | 11/2018 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Mesa | AZ | 01/2020 | 07/2021 |
| Waddell & Reed, Inc. | Mesa | AZ | 01/2020 | 07/2021 |
| Lpl Financial Llc | Mesa | AZ | 07/2021 | Present |
1- 11/2006 / Business Entity For Tax/Investment Purposes Only / Non Investment Related / Mesa, AZ 85213 2-07/2021 / DBA for LPL Business (entity for LPL business) / Centered Wealth Strategies / Investment Related / Mesa, AZ 85213
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-27 |
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