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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-12-02 |
| MN | RA | APPROVED | 2020-03-16 |
Branch Locations
3800 American Blvd W Ste 1200, Bloomington, MN 55431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors, Llc | Minneapolis | MN | 07/2014 | 05/2018 |
| Commonwealth Financial Network | San Diego | CA | 05/2018 | 02/2020 |
| Fps Financial, Inc. | New Brighton | MN | 05/2018 | 02/2020 |
| Lpl Financial Llc | Minneapolis | MN | 03/2020 | Present |
| Bell Bank | Golden Valley | MN | 03/2020 | Present |
1)3/16/20-Bell Investments -DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)-100% 2)3/16/20- Bell Bank -Financial Institution Duty- Wealth Management Advisor- Inv. Related- at reported business location(s)-100%
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-08-20 |
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