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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-05-18 |
Branch Locations
14985 Glazier Ave #111, Apple Valley, MN 55124 • United States
310 Hundertmark Rd, Chaska, MN 55318 • United States
14411 Hwy 13, Savage, MN 55378 • United States
11380 Telegraph Rd, Taylor, MI 48180 • United States
574 Prairie Center Dr Ste 100, Eden Prairie, MN 55344 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Minneapolis | MN | 10/2010 | 03/2017 |
| Midcountry Bank | Minnetonka | MN | 03/2017 | 08/2018 |
| Cetera Investment Advisers Llc | Minnetonka | MN | 03/2017 | 08/2018 |
| Cetera Investment Services Llc | St. Cloud | MN | 03/2017 | 08/2018 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 08/2018 | Present |
| Wings Financial Cu | Apple Valley | MN | 08/2018 | Present |
| Lpl Financial Llc | Chaska | MN | 05/2022 | Present |
1. 05-18-2022-Wings Financial Advisors- Investment Related- AT Reported Business Location(s)- DBA for LPL Business (entity for LPL business)- 2. 05-18-2022-Wings Financial CU- Investment Related- AT Reported Business Location(s)- Financial Institution Duty-Advisor-START DATE: 8/2018-
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-12 |
| S65 | Uniform Investment Adviser Law Examination | 2000-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-29 |
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