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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
8201 Norman Center Dr, Ste 410, Bloomington, MN 55437 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group | St Louis Park | MN | 03/2005 | 07/2025 |
| Lpl Financial Llc | Eden Prairie | MN | 07/2025 | Present |
1- 07/2025 - Waterstreet Asset Management - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/2019 - 0 hours per month/ during trading 2- 07/2025 - Capital Consulting Group, Inc. - Notary - Not Investment Related - At Reported Business Location(s) - Start Date 02/01/2021 - 1 hour per month/ during trading 3- 07/2025 - Capital Club - Other - Mentor - Investment Related - At Reported Business Location(s) - Start Date 01/01/2016 - 4 hours per month/ during trading 4- 07/2025 - Capital Consulting Group, Inc. - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2016 -160 hours per month/ during trading 5- 07/2025 - Capital Consulting Group, Inc. - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 08/12/2009 -4 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-27 |
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