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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-29 |
| MN | RA | APPROVED | 2024-01-30 |
Branch Locations
11272 86Th Ave N., Suite B, Maple Grove, MN 55369 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Dimensions Group, Inc. | Maple Grove | MN | 06/2016 | 01/2024 |
| Osaic Wealth, Inc. Fka Royal Alliance Associates, Inc. | Maple Grove | MN | 06/2016 | 01/2024 |
| Lpl Financial Llc | Maple Grove | MN | 01/2024 | Present |
1) 01/23/2024 - ANDERSON FINANCIAL GROUP, LLC - Business Entity For Tax/Investment Purposes Only - MN 55369 - Non investment related - Start date: 07/26/2023. 2) 01/23/2024 - M2 Financial Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 3) 01/23/2024 - Susan Anderson - Non-Variable Insurance - Brokerage Resources - MN 55369 - Investment related - 8 Hours per month - Start date: 10/23/2017. 4) 02/07/2024 - The Michael Matheson Group - Inv related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 2/1/2024 - 40 Hrs/mo; 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-18 |
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