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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-11-07 |
| TX | RA | APPROVED | 2025-11-07 |
Branch Locations
345 4Th Ave, International Falls, MN 56649 • United States
202 W Johnson Ave, Warren, MN 56762 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Crookston | MN | 10/2012 | 11/2025 |
| Raymond James Financial Services Advisors Inc. | Crookston | MN | 10/2012 | 11/2025 |
| Bremer Bank | Crookston | MN | 10/2012 | 11/2025 |
| Lpl Financial Llc | Crookston | MN | 11/2025 | Present |
| Old National Bank | Crookston | MN | 11/2025 | Present |
1.Investment products and services are offered through LPL Financial LLC using the DBA/trade name Old National Wealth Advisors - Inv Related - At Reported Business Location (s) - Start Date:09/2025 2. 09/2025 - Beet Stock Rental - Real Estate Rental - Inv Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Crookston MN 56716 - OBA Start Date: 02/01/2020 3. 09/2025 - Old National Bank Advisor Referral Programs - Financial Institution Duty - Inv Related - 01 Hour(s)/Month - 100 Hour(s) During Trading - Crookston MN 56716 - OBA Start Date:11/07/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-13 |
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