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505 North Highway 169 Suite 260, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2025-04-29 |
Branch Locations
505 North Highway 169 Suite 260, Plymouth, MN 55441 • United States
1830 East Century Ave Suite 3A, Bismarck, ND 58503 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Bismarck | ND | 10/2021 | 04/2025 |
| Wells Fargo Clearing Services, Llc | Bismarck | ND | 01/2008 | 09/2021 |
| Wells Fargo Advisors Financial Network, Llc | Bismarck | ND | 09/2021 | 04/2025 |
| Lpl Financial | Bismarck | ND | 04/2025 | Present |
| Vpwm Advisors Llc | Bismarck | ND | 04/2025 | Present |
| Walleye On A Stick Llc | Bismarck | ND | 01/1991 | Present |
| Davis Financial Llc | Bismarck | ND | 10/2021 | Present |
| Sole Proprietor | Bismarck | ND | 07/2012 | Present |
1) 04/21/2025 - Vantage Point Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:04/21/2025 - 160 Hrs/Mth - 40 Hrs During Trading. 2) 04/21/2025 - Davis Enterprises - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Home Based - Start Date:01/01/1992 - 1 Hrs/Mth - 0 Hrs During Trading. 3) 04/21/2025 - Davis Financial LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:01/01/2021 - 160 Hrs/Mth - 8 Hrs During Trading. 4) 04/21/2025 - Vantage Point - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:04/21/2025 - 160 Hrs/Mth - 40 Hrs During Trading. 5) 04/21/2025 - Vantage Point Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:04/21/2025 - 160 Hrs/Mth - 40 Hrs During Trading. 6) 04/21/2025 - Up North Wealth Advisors - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:10/01/2021 - 160 Hrs/Mth - 8 Hrs During Trading. 7) 04/21/2025 - Walleye On a Stick, LLC - Not Investment Related - Business Entity For Food Concessions - Home Based - Start Date:01/01/1999 - 4 Hrs/Mth - 48 Hrs During Trading. 8) 04/28/2025 - VPWM Advisors, LLC - Investment Related - Registered Investment Advisor Hybrid - Plymouth MN - Start Date:04/21/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide investment advisory services through VPWM, LLC, an independent investment advisor firm. I started this business activity in 04/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 9. 09/29/2025 - Non-Variable Insurance - Inv rel - At Reported Business Location(s) - Start Date:09/10/2025 - 2 Hrs/Mth - 2 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-19 |
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