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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-08-08 |
| MN | RA | APPROVED | 2024-01-31 |
Branch Locations
5201 Eden Ave Ste 300, Edina, MN 55436 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Minneapolis | MN | 02/2016 | 05/2018 |
| Raymond James Financial Services Advisors Inc. | Minneapolis | MN | 02/2016 | 05/2018 |
| Unemployed | Minneapolis | MN | 05/2018 | 06/2019 |
| Raymond James Financial Services, Inc. | Minneapolis | MN | 06/2019 | 01/2024 |
| Raymond James Financial Services Advisors, Inc. | Minneapolis | MN | 06/2019 | 01/2024 |
| Birch Cove Group Ltd. | Minneapolis | MN | 06/2019 | 01/2024 |
| Bjork Financial | Minneapolis | MN | 06/2019 | 01/2024 |
| Lpl Financial Llc | Edina | MN | 01/2024 | Present |
1) 01/07/2024 - Pinnacle Trail Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 01/07/2024 - Rental Property-Personal Ownership, not under LLC - Real Estate Rental - owner - MN 55406 & AZ 85701 - Investment related - Start date: 6/1/2017. 3) 04/28/2025 - Golden Ginkgo Signature Travel - Not Investment Related - Travel Agency - San Diego - Start Date: 05/01/2025 -20 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-18 |
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