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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-11-10 |
Branch Locations
372 Saint Peter St, Saint Paul, MN 55102 • United States
633 Concord St S, South St Paul, MN 55075 • United States
6900 France Ave S, Edina, MN 55435 • United States
633 Concord St S, South St Paul, MN 55075 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | St. Paul | MN | 02/2014 | 11/2025 |
| Raymond James Financial Services Advisors Inc. | St. Paul | MN | 02/2014 | 11/2025 |
| Bremer Investment Services | Edina | MN | 02/2014 | 11/2025 |
| Simplicity Life | Saint Paul | MN | 02/2019 | Present |
| Bremer Bank | Saint Paul | MN | 02/2014 | 11/2025 |
| Old National Bank | Saint Paul | MN | 11/2025 | Present |
| Lpl Financial Llc | Saint Paul | MN | 11/2025 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Old National Wealth Advisors - Inv Rel - At Reported Business Location (s) - Start Date: 09/2025 2. 09/2025 - Old National Bank Advisor Referral Programs - Financial Institution Duty - Inv Related - 01 Hour(s)/Month - 0 Hour(s) During Trading - St Paul MN 55075 - OBA Start Date: 11/07/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-24 |
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