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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-30 |
| MN | RA | APPROVED | 2022-05-18 |
Branch Locations
14750 Victor Hugo Blvd N, Hugo, MN 55038 • United States
3225 Denmark Ave, Eagan, MN 55121 • United States
7791 Amana Trail, Inver Grove Heights, MN 55077 • United States
2020 Washington Ave, Stillwater, MN 55082 • United States
10777 Austin St Ne, Blaine, MN 55449 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bremer Bank | St. Louis Park | MN | 07/2016 | 03/2017 |
| Raymond James Financial Services Advisors Inc. | St. Louis Park | MN | 07/2016 | 03/2017 |
| Rental Property | Fitchburg | WI | 09/2013 | Present |
| Ideal Credit Union | Woodbury | MN | 03/2017 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 03/2017 | Present |
| Lpl Financial Llc | Woodbury | MN | 05/2022 | Present |
1)05/18/2022 - Ideal Wealth Advisors- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business) 2)05/18/2022 - IDEAL CREDIT UNION-Investment Related- At Reported Business Location(s)- Financial Institution Duty- Financial Advisor- Start Date- 03/2017- 160 Hours Per Month/ 160 Hours During Securities Trading- Time Spent 100%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-24 |
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