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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-01-30 |
| MN | RA | APPROVED | 2024-01-30 |
| TX | RA | APPROVED | 2024-01-30 |
Branch Locations
1166 E Warner Rd Ste 203, Gilbert, AZ 85296 • United States
11272 86Th Ave N., Suite B, Maple Grove, MN 55369 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. Fka Royal Alliance Associates, Inc. | Arden Hills | MN | 12/2009 | 01/2024 |
| Financial Dimensions Group, Inc. | Maple Grove | MN | 12/2009 | 01/2024 |
| Lpl Financial, Llc | Gilbert | AZ | 01/2024 | Present |
1) 01/2024 - Intentional Wealth LLC / Business Entity For Tax/Investment Purposes Only / Non Inv. Related / Maple Grove. MN , Gilbert. AZ / Start date 01/01/2022 - 5 hrs per month - 2% Time Spent 2) 01/2024 - Holewa Financial / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 140 Hrs per month / 80% Time Spent 3) 03/30/2026 - PinPoint Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/15/2026 - 140 hours per month/ 7 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-12-17 |
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