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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-11 |
| MN | RA | APPROVED | 2023-12-08 |
Branch Locations
5201 Eden Ave Ste 300, Edina, MN 55436 • United States
Lake Shore, MN • 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 |
|---|---|---|---|---|
| Woodbury Financial Services, Inc | Chaska | MN | 05/2013 | 12/2023 |
| Lpl Financial Llc | Brainerd | MN | 12/2023 | Present |
1- 12/2023 / TOP SPLASH SWIM & TRI, LLC / Business Owner / NON INVESTMENT RELATED / START DATE 04/01/2001 2- 01/05/2024 - Pinnacle Trail Wealth Management - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 1/3/2024 - 160 Hrs/Mo; 6 Hrs During Trading. 3- 01/05/2024 - Diversified Brokerage Services - Inv related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started: 1/4/2024 - 6 Hrs/mo; 1 hr During Trading. 4- 10/22/2024 - E4 Insurance - Non-Variable Insurance - Wealth Advisor - Investment Related - At Reported Business Location(s) - Start Date 10/01/2024 - 5 Hours Per Month/ 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-30 |
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