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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-06-10 |
| TX | RA | APPROVED | 2025-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc | Woodbury | MN | 04/2011 | 01/2024 |
| Osaic Wealth, Inc. | Oakdale | MN | 01/2024 | 06/2025 |
| Lpl Financial Llc | Oakdale | MN | 06/2025 | Present |
1 . Start Date : 09/22/2020 - Double Eagle Holdings LLC - Real Estate Rental - Investment Related -Oakdale, MN 55128 - 2 Hrs/Mth - 0 Hrs During Trading - Time Spent: 1 2 . Start Date : 6/10/2025 - Kaiser Financial Inc - DBA for LPL Business (entity for LPL business) - Investment Related - Oakdale, MN 55128 - 2 Hrs/Mth - 2 Hrs During Trading - Time Spent: 100
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-07 |
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