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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-29 |
| MN | RA | APPROVED | 2019-09-24 |
Branch Locations
100 Warren Street, Suite 305, Mankato, MN 56001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Financial Services | Mankato | MN | 02/2011 | 09/2019 |
| Minnesota Life Insurance Company | St Paul | MN | 02/2011 | 09/2019 |
| Securian Financial Services, Inc | St Paul | MN | 02/2011 | 09/2019 |
| Lpl Financial, Llc | Mankato | MN | 09/2019 | Present |
1) 9/2019 - DBA for LPL Business (entity for LPL business) - Salient Financial - Investment Related - 100% - Mankato, MN 2) 9/2019 - Business Entity For Tax/Investment Purposes Only - Ward Financial, LLC - Investment Related - Mankato, MN 3) 11/11/2020 - Exclusive Insurance Brokerage - Investment Related - 31280 Oak Crest Drive Suite 6, Westlake Village, CA 91361 - Non-Variable Insurance - Started 11/09/2020 - 5 Hours Per Month/0 Hours During Securities Trading. 4) 1/31/2021 - Exclusive Insurance Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/10/2021 - 10 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-13 |
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