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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-07 |
| MN | RA | APPROVED | 2016-10-03 |
Branch Locations
405 50Th Avenue W., Suite 106, Alexandria, MN 56308 • United States
200 S. Sixth Street, Brainerd, MN 56401 • United States
1820 West Lincoln Avenue, Fergus Falls, MN 56537 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Alexandria | MN | 03/2016 | 09/2016 |
| Wells Fargo Bank, Na | Alexandria | MN | 03/2016 | 09/2016 |
| Lpl Financial, Llc | Alexandria | MN | 10/2016 | Present |
| Mid-Minnesota Federal Credit Union | Alexandria | MN | 10/2016 | Present |
1) 2016-10-03 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - MID MINNESOTA INVESTMENT AND RETIREMENT SERVICES / - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2016-09-28 - hrs/mth - hrs/mth during trading 2) 2016-10-28 - LTCi Partners - Non-Variable Insurance - Y - at reported business location(s) - 2016-10-12 - 4hrs/mth - 4hrs/mth during trading 3) 2019-03-26 - Wholesome Pastures LLC - Business Entity For Tax/Investment Purposes Only - N - at reported business location(s) - 2019-03-22 - 10hrs/mth - 0hrs/mth during trading 4) 2021-02-16 - Fidelity and Guarantee - Non-Variable Insurance - Y - at reported business location(s) - 2021-02-11 - 2hrs/mth - 2hrs/mth during trading 5) 2026-05-07 - Midland National Life Insurance Company - Non-Variable Insurance - N - at reported business location(s) - 2026-04-14 - 5hrs/mth - 5hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-15 |
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