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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-03-25 |
| TX | RA | APPROVED_RES | 2026-03-24 |
Branch Locations
1970 Oakcrest Ave #118, Roseville, MN 55113 • United States
255 Highway 97 Unit A, Forest Lake, MN 55025 • 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 |
|---|---|---|---|---|
| Sagepoint Financial | Forest Lake | MN | 01/2010 | 03/2026 |
| Osaic Wealth, Inc. | Roseville | MN | 09/2023 | 03/2026 |
| Lpl Financial Llc | Roseville | MN | 03/2026 | Present |
1. 03/2026 - Five Star Wealth Planning - DBA for LPL Business (entity for LPL business) - Investment Related - 05 Hrs/Mth - 00 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 03/23/2026 2. 03/2026 - NuLife Lawn and Snow Removal - Business Owner - Not Investment Related - 00 Hrs/Mth - 00 Hrs During Trading - Forest Lake, MN 55025 - OBA Start Date: 04/01/2023 3. 03/2026 - T&J South Shore Cottage LLC - Real Estate Rental - Investment Related - 10 Hrs/Mth - 00 Hrs During Trading - Forest Lake, MN 55025 - OBA Start Date: 04/16/2024 4. 03/2026 - Five Star Wealth Planning - Real Estate Rental - Investment Related - 00 Hrs/Mth - 00 Hrs During Trading - Roseville, MN 55025 - OBA Start Date: 04/03/2023
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-08-30 |
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