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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-08-05 |
| TX | RA | APPROVED | 2024-08-05 |
Branch Locations
3601 Minnesota Dr Suite #690, Bloomington, MN 55435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Investors Corporation | Bloomington | MN | 01/2014 | 06/2019 |
| Central Minnesota Women Shine | St. Cloud | MN | 07/2014 | 02/2018 |
| Foresters Advisory Services | Edina | MN | 03/2016 | 06/2019 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2019 | 08/2024 |
| Cetera Investment Advisers Llc | Edina | MN | 06/2019 | 08/2024 |
| Lpl Financial, Llc | Bloomington | MN | 08/2024 | Present |
1. 07/03/2024- KINDRED SPIRITS WEALTH MANAGEMENT LLC- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- 160 Hrs Per Mnth- 8 Hrs During Trading- Start Date 04/29/2024 2. 02/26/2025 - VIP Insurance - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 02/25/2025 - 5 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-29 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-30 |
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