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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2018-02-14 |
Branch Locations
11670 Fountains Dr Ste 200 Office 228, Maple Grove, MN 55369 • United States
St. Petersburg, FL • 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 |
|---|---|---|---|---|
| Self Employed | Brooklyn Park | MN | 09/2005 | Present |
| Invest Financial Corporation | Orono | MN | 12/2011 | 02/2018 |
| Lpl Financial Llc | Maple Grove | MN | 02/2018 | Present |
1. 02/28/2022 - Mills Siding and Roofing - Not Investment Related - 101 West Big Beaver Troy MI 48004, Suite 1400 - Business Owner - Start Date: 01/15/2019 - 20 Hours Per Month/2 Hours During Securities Trading - Sales and manager. 2. 4/3/2023 - Patnode Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Rep/Advisor - Start Date - 01/01/2023 - 20 Hours Per Month/20 Hours During Securities Trading 3. 04/16/2024 - Mills siding and roofing - Other - Other - Owner - Not Investment Related - 101 west big beaver troy mi 48004, suite 1400 - Start Date 01/15/2019 - 20 Hours per Month/ 2 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-10-09 |
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