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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
9818 Nicollet Ave S, Bloomington, MN 55420 • United States
Bloomington, MN • 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 | 08/2001 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Bloomington | MN | 08/2001 | 07/2021 |
| Gray Barkosky Group Inc | Bloomington | MN | 02/2019 | 07/2021 |
| Gray Barkosky Real Estate, Llc | Bloomington | MN | 05/2020 | 07/2021 |
| Lpl Financial Llc | Bloomington | MN | 07/2021 | Present |
1. 5/1/2020/Gray Barkosky Real Estate, LLC/Real Estate Rental/Investment Related/Bloomington, MN/1 HRS/MO 2. 2/4/2019/Maureen Gray/Gray Barkosky Group, Inc/DBA for LPL Business (entity for LPL business)/Investment Related/Bloomington, MN/0 HRS/MO 3. 2016/POA for Grandmother/Act in a Fiduciary Capacity/Investment Related/Central North Plains, MN/0 HRS/MO 4. 2001/POA for Husband/Act in a Fiduciary Capacity/Investment Related/Central North Plains, MN/0 HRS/MO 5) 04/22/2025 - Long Term Care Solutions, Inc. - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:04/17/2025 - 3 Hrs/Mth - 3 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-08 |
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