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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-12 |
| MN | RA | APPROVED | 2017-11-29 |
Branch Locations
11095 Viking Drive, Ste 205, Eden Prairie, MN 55344 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrated Inc. | Edina | MN | 06/2001 | Present |
| National Planning Corporation | El Segundo | CA | 04/2016 | 11/2017 |
| Lpl Financial Llc | Edina | MN | 11/2017 | Present |
1. 11/29/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Executive VP, insurance sales(fixed insurance) - start date 6/1/2001 - 160 hours per month during securities trading. 2. 2/15/2018 - Integrated, Inc. - DBA: 'Integrated, Inc. - Wealth Advisors' - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 02/07/2010 - 160 Hours Per Month/160 During Securities Trading. 3. 7/5/2019 - Integrated, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - President - Started 05/01/2019 - 15 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-13 |
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