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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
8530 Eagle Point Blvd Ste 250, Lake Elmo, MN 55042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Lake Elmo | MN | 04/2007 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Woodbury | MN | 07/2007 | 07/2021 |
| Cedar Ridge Wealth Management Group | Saint Paul | MN | 08/2016 | 07/2021 |
| Cedar Ridge Wealth Management Group Ltd (Dba) | Saint Paul | MN | 08/2016 | 07/2021 |
| Woodbury High School Girls Hockey Booster Club | Woodbury | MN | 05/2021 | 07/2021 |
| Lpl Financial Llc | Lake Elmo | MN | 07/2021 | Present |
1) 08/2016 - Cedar Ridge Wealth Mangement Group / DBA for LPL Business (entity for LPL business) / Investment Related / 0HR / MO / 400 Robert St. N, Suite 200, Saint Paul , MN, 55101 2) 07/2007 - WILL ZIMMERMAN / Non-Variable Insurance / Investment Related / 0HR / MO / Woodbury Minnesota
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-18 |
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