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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2024-10-09 |
Branch Locations
2006 1St Ave., Ste 204, Anoka, MN 55303 • United States
108 N Main St, Le Sueur, MN 56058-1803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Delta | UT | 08/2016 | 09/2017 |
| Case Central Llc | Arden Hills | MN | 09/2017 | 04/2020 |
| Gradient Securities, Llc | Arden Hills | MN | 05/2018 | 09/2024 |
| Ascentium Insurance Solutions | Arden Hills | MN | 10/2020 | 04/2022 |
| The Elk River Nursery | Elk River | MN | 08/2023 | 10/2023 |
| Lpl Financial Llc | Anoka | MN | 10/2024 | Present |
1 - 09/30/2024 - INCOME PACE FINANCIAL SOLUTIONS - Non-Variable Insurance - Inv Related - 160 Hours/Month - 25 Hours During Trading - MN 55303 - OBA Start Date: 06/01/2020. 2. 10/06/2025-KMF Agency- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 09/22/2025- INV Related- At Reported Business Location(s)- Start date 09/22/2025- 80 Hours Per Month- 20 Hours During Trading 3. 10/06/2025- Senior Benefit Signup- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 09/22/2025- 40 Hours Per Month- 10 Hours During Trading 4. 10/03/2025- KMF Advisors- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 09/22/2025- 40 Hours Per Month- 10 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-01 |
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