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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2025-04-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors, Llc | Minneapolis | MN | 06/2014 | 12/2018 |
| Lpl Financial, Llc | Minnetonka | MN | 12/2018 | Present |
| 360 Financial | Minnetonka | MN | 12/2018 | Present |
1. 3/7/2023 - Oak Leaf Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 02/20/2023 - 24 Hours Per Month/20 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-05-14 |
| S65 | Uniform Investment Adviser Law Examination | 2006-06-30 |
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