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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2017-02-28 |
Branch Locations
205 West Washington Ave, Fergus Falls, MN 56537 • United States
11 South Broadway, Pelican Rapids, MN 56579 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bell Bank | Fergus Falls | MN | 10/2013 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 10/2013 | 02/2017 |
| Cetera Investment Advisers Llc | Fergus Falls | MN | 01/2014 | 02/2017 |
| Lpl Financial, Llc | Fergus Falls | MN | 02/2017 | Present |
1)2/28/17- BELL INVESTMENTS- DBA for LPL Business (entity for LPL business)- Inv. Related - at reported business location(s)- 100% 2)2/28/17- BELL BANK - VP / WEALTH ADVISOR- Inv. Related - at reported business location(s)-start date 10/01/2013- 100% 3)2/28/17- PHATTY NATTIES - FITNESS INSTRUCTOR- Non Inv. Related- Fergus, Falls, MN- start date 11/1/2012- 0%
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-12-19 |
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