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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-04-24 |
Branch Locations
7616 Currell Blvd Ste 220, Woodbury, MN 55125 • United States
The Reserve 4951 West 77Th St, Edina, MN 55435 • United States
Regus 11670 Fountaints Dr #200, Maple Grove, MN 55399 • United States
The Reserve 1915 Hwy 36 West, Roseville, MN 55113 • United States
294 Grove Ln E Ste 160, Wayzata, MN 55391 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tmfs Advisors, Llc | Overland Park | KS | 07/2015 | 11/2016 |
| Financial Engines Advisors, Llc | Maple Grove | MN | 02/2016 | 02/2019 |
| Gladstone Wealth Partners | Woodbury | MN | 02/2019 | 10/2022 |
| Lpl Financial, Llc | Woodbury | MN | 07/2019 | Present |
| True Vision Mn, Llc Dba True Vision Financial Advisors | Woodbury | MN | 09/2022 | Present |
| Financial Engines Advisor Center, Llc | Maple Grove | MN | 07/2015 | 12/2016 |
1. 02/14/2019 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 02/15/2019 - 5 Hours Per Month/ 0 Hours During Trading 2. 02/14/2019 - Darin Pilacinski - NOTARY - Investment Related - At Reported Business Location(s) - Start Date 02/15/2019 - 1 Hour Per Month/ 0 Hours During Trading 3. 01/13/2020 - True Vision Financial Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/17/2020 - 100 Hours Per Month/ 100 Hours During Trading 4. 03/25/2025 - True Vision MN, LLC - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date: 09/13/2022 - 100 Hours Per Month/ 100 Hours During Trading. I provide investment advisory services through True Vision Financial Advisors, a DBA of True Vision MN, LLC, an independent investment advisor firm. I started this business activity in 3/2025. I expect to spend approximately 100 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-08-02 |
| S66 | Uniform Combined State Law Examination | 2004-06-15 |
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