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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 | 12/2012 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Lakeville | MN | 05/2013 | 07/2021 |
| Lakeville South Baseball Association | Lakeville | MN | 06/2016 | 07/2021 |
| Bni-Power Lunch | Burnsville | MN | 10/2016 | 06/2017 |
| 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) 5/7/2020 - DBA for LPL Business (entity for LPL business) / The Irish Group / Investment Related / Eagan, MN 55121 2) 07/22/2021 - Non-Variable Insurance / Jacob Pleschourt / Insurance Agent / Investment Related / Eagan, MN 55121
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-09 |
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