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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-16 |
| MN | RA | APPROVED | 2024-01-30 |
Branch Locations
11272 86Th Ave N., Suite B, Maple Grove, MN 55369 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. Fka Royal Alliance Associates, Inc. | Maple Grove | MN | 01/2011 | 01/2024 |
| Financial Dimensions Group, Inc. | Maple Grove | MN | 03/2021 | 01/2024 |
| Lpl Financial, Llc | Maple Grove | MN | 01/2024 | Present |
1- 01/2024 / M2 Financial Group / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mnth / 80 hrs during trading 2- 01/2024 / Notary / Investment Related / 1 hrs mnth / 1 hrs during trading 3- 02/12/2024 - The Michael Matheson Group - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 1/30/2024 - 0 Hrs/mo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-09 |
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