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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-02 |
| MN | RA | APPROVED | 2019-07-16 |
Branch Locations
4524 Highway 61 N, White Bear Lake, MN 55110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern College | St Paul | MN | 08/2010 | Present |
| Lpl Financial | White Bear Lake | MN | 01/2013 | Present |
1. 01/23/2013 - NORTH OAKS LEGAL SERVICES, INC. - LAW SERVICE REPRESENTATIVE - 5%/ WHITE BEAR LAKE, MN. 2. 01/23/2013 - NORTH OAKS FINANCIAL SERVICES/ DBA ONLY/ 60%/ WHITE BEAR LAKE, MN. 3. 12/09/2024 - Business Owner - Weekly Planner for Amazon/ Ebay - Not Investment Related - Home Based - Start Date 12/15/2024 - 5 hours per month/ 0 hours during trading 4) 02/04/2025 - North Oaks Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 02/01/2025 - 40 Hrs/Mth - 40 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-06 |
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