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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
2600 Eagan Woods Dr, Ste 440, Eagan, MN 55121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Eagen | MN | 03/1998 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Apple Valley | MN | 06/1998 | 07/2021 |
| Irish Group, Inc | Bloomington | MN | 01/2015 | Present |
| Iverson/ Anderson/ Collignon/ Full Properties | Apple Valley | MN | 09/2017 | 11/2017 |
| Heartland Properties Llc | Rosemount | MN | 09/2017 | Present |
| Lpl Financial, Llc | Eagan | MN | 07/2021 | Present |
1) 2015 - Business Entity For Tax/Investment Purposes Only / IRISH GROUP INC / Not Investment Related / 0Hrs/Mo During Trading / Eagan, MN 55121 2) 2020 - DBA for LPL Business (entity for LPL business) / THE IRISH GROUP / Investment Related / Eagan, MN 55121 3) 06/26/2014 - DBA for LPL Business (entity for LPL business) / THE IRISH GROUP / Investment Related / Eagan, MN 55121
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-13 |
| S66 | Uniform Combined State Law Examination | 1998-05-01 |
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