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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2025-11-12 |
| TX | RA | APPROVED | 2025-11-07 |
Branch Locations
1444 45Th Street South, Fargo, ND 58103 • United States
225 5Th St N, Breckenridge, MN 56520 • United States
622 Main St, Lisbon, ND 58054 • United States
807 Main St, Carrington, ND 58421 • United States
11 Langer Ave N, Casselton, ND 58012 • United States
3131 S Frontage Rd, Moorhead, MN 56560 • United States
1618 Commerce St, Wahpeton, ND 58075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Fargo | ND | 08/2015 | 11/2019 |
| Raymond James Financial Services Inc. | St. Louis Park | MN | 08/2024 | 11/2025 |
| Bremer Bank N.A. | Fargo | ND | 11/2019 | 11/2025 |
| Bremer Investments | Fargo | ND | 08/2024 | 11/2025 |
| Raymond James Financial Services Advisors, Inc | Fargo | ND | 09/2024 | 11/2025 |
| Lpl Financial Llc | Fargo | ND | 11/2025 | Present |
| Old National Bank | Fargo | ND | 11/2025 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Old National Wealth Advisors - Investment Related - At Reported Business Location(s) - Start Date: 09/2025 2. 09/2025 - Old National Bank Advisor Referral Programs - Financial Institution Duty - Investment Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - Fargo, ND 58103 - OBA Start Date: 11/07/2025 3. 09/2025 - Berg Farmland Crop Share - Farm - Not Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Mapleton, ND 58059 - OBA Start Date: 04/01/2021
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-02 |
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