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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-11-28 |
| TX | RA | APPROVED | 2023-11-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2011 | 05/2019 |
| Ameriprise Financial Services Inc | Fargo | ND | 05/2019 | 05/2020 |
| The Prudential Insurance Company Of America | Plano | TX | 08/2022 | Present |
| Pruco Securities Llc | Plano | TX | 08/2022 | Present |
| Self Employed | Dallas | TX | 08/2020 | 08/2022 |
| Unemployed | Dallas | TX | 06/2020 | 07/2020 |
| Lpl Financial Llc | Willmar | MN | 11/2023 | Present |
1) 11/22/2023 - Quist Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 11/22/2023 - Exclusive Insurance Brokerage - Non-Variable Insurance - MN 56201 - Selling: Health, Disability, long term care, annuity (fixed annuity, indexed annuity, single premium immediate annuity), life insurance (Guaranteed Universal Life, Whole life, Indexed Universal Life) - Investment related - 30 Hours per month - Start date: 11/10/2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-02 |
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