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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-21 |
| MN | RA | APPROVED | 2021-08-16 |
Branch Locations
10543 165Th St W, Lakeville, MN 55044 • United States
11290 86Th Ave N, Maple Grove, MN 55369 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aagi, Inc. | Minneapolis | MN | 01/2007 | 11/2020 |
| Waddell & Reed, Inc | Bloomington | MN | 02/2014 | 09/2017 |
| Various Insurance Carriers For W&R Insurance Agencies | Minneapolis | MN | 04/2014 | 09/2017 |
| Tiaa | Bloomington | MN | 10/2017 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Bloomington | MN | 10/2017 | 11/2020 |
| Associated Bank | Manitowoc | WI | 11/2020 | 08/2021 |
| Lpl Financial | Maple Grove | MN | 08/2021 | Present |
1) 08/10/2021 - Manifest Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 08/08/2023 - The Grantham Group, INC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 07/01/2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-06 |
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