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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
2600 Eagan Woods Dr, Ste 440, Eagan, MN 55121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Eagan | MN | 05/2011 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Rosemount | MN | 02/2012 | 07/2021 |
| Ben & Brook Holzinger | Rosemount | MN | 09/2012 | 11/2018 |
| Irish Group, Inc | Bloomington | MN | 01/2015 | 07/2021 |
| Notary | Eagan | MN | 07/2020 | 07/2021 |
| Jessica Schulberg | Eagan | MN | 01/2021 | 07/2021 |
| Derek Iverson | Eagan | MN | 01/2021 | 07/2021 |
| Lpl Financial Llc | Eagan | MN | 07/2021 | Present |
1) 1/2015 - Business Entity For Tax/Investment Purposes Only - IRISH Group, Inc. - Not Investment Related - Eagan, MN 55121 2) 7/2021 - Non-Variable Insurance - Brook Holzinger - Investment Related - Eagan, MN 55121 3) 9/2020 - Notary - Brook Holzinger - Investment Related - Eagan, MN 55121 4) 5/2020 - DBA for LPL Business (entity for LPL business) - The IRISH Group - Investment Related - Eagan, MN 55121
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-05 |
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