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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-08-07 |
| MN | RA | APPROVED | 2018-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Minnesota | Minneapolis | MN | 05/2004 | Present |
| Invest Financial Corp. | Tampa | FL | 03/2009 | 02/2018 |
| Lpl Financial Llc | Minneapolis | MN | 02/2018 | Present |
1. 02/14/2018 - CEDAR PROPERTIES, LLC - Not Investment Related - 1118 CEDAR LAKE RD S, MINNEAPOLIS, MN 55405 - Real Estate Rental - Treasurer/Bookkeeper - 2 Hours Per Month. 2. 02/14/2018 - Wold & Associates LLC - Investment Related - 4574 WILSON ST, MINNETONKA, MN 55345 - Non-Variable Insurance - 20 Hours Per Month/6 Hours During Securities Trading - FIXED LIFE, DISABILITY & LONG TERM CARE. 3. 02/27/2024 - WOLD FINANCIAL, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/01/2012 - 8 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-09-22 |
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