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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-06-03 |
Branch Locations
8500 Normandale Lk Blvd #970, Bloomington, MN 55437 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Your Simple Recipe, Llc | Leander | TX | 10/2015 | 01/2017 |
| Aurochs Financial Group | Wayzata | MN | 02/2017 | 07/2020 |
| Intriq, Llc | St. Michael | MN | 10/2019 | 03/2024 |
| Origin Financial | San Francisco | CA | 04/2022 | 02/2024 |
| Olson Wealth Group | Bloomington | MN | 04/2024 | Present |
| Lpl Financial | Bloomington | MN | 04/2024 | Present |
1)12/20/2024 - Olson Wealth Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)12/20/2024 - Notary - State of MN - Inv Rel - Start: 04/2024 - 1 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-02 |
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