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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-11-12 |
| TX | RA | APPROVED_RES | 2025-11-08 |
Branch Locations
202 South Rum River Drive, Princeton, MN 55371 • United States
202 South Rum River Drive, Princeton, MN 55371 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bremer Bank | Princeton | MN | 08/2008 | 11/2025 |
| Raymond James Financial Services | Princeton | MN | 08/2009 | 11/2025 |
| Raymond James Financial Services Advisors Inc. | Princeton | MN | 08/2009 | 11/2025 |
| Specific Solutions | Princeton | MN | 11/2016 | 11/2017 |
| Lpl Financial Llc | Princeton | MN | 11/2025 | Present |
| Old National Bank | Princeton | MN | 11/2025 | Present |
1. 09/2025 - Old National Bank - Financial Institution Duty - Investment related - 20 Hrs/Mth - 01 Hrs During Trading. - Princeton MN 55371 - OBA start date: 11/07/2025 2. "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) - 09/2025" 3. 09/2025 - Old National Bank Advisor Referral Programs - Financial Institution Duty - Investment related - 20 Hrs/Mth - 01 Hrs During Trading - Princeton MN 55371 - OBA start date: 11/07/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-01 |
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