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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-01-31 |
Branch Locations
5201 Eden Ave Ste 300, Edina, MN 55436 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Minnetonka | MN | 01/2014 | 08/2018 |
| Level Four Advisory Services | Minnetonka | MN | 01/2014 | 08/2018 |
| Raymond James Financial Services, Inc. | Minneapolis | MN | 08/2018 | 01/2024 |
| Birch Cove Group, Ltd | Minneapolis | MN | 08/2019 | 01/2024 |
| Advisornet Insurance | Minneapolis | MN | 03/2015 | 01/2024 |
| Raymond James Financial Services Advisors Inc. | Minneapolis | MN | 08/2018 | 01/2024 |
| Lpl Financial Llc | Edina | MN | 01/2024 | Present |
1) 01/09/2024 - Modern Life Insurance Company - Non-Variable Insurance - Selling: Life, Long term car, disability - Modern Life Insurance Co - MN, 55402 - Investment related - 10 Hours per month - Start date: 6/20/2022. 2) 01/09/2024 - MRG Advising CO - Business Entity For Tax/Investment Purposes Only - Pass through S Cprp for my tax purposes - mn, 55424 - Non investment related - Start date: 01/01/2014. 3) 01/09/2024 - Pinnacle Trail Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-01 |
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