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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-21 |
| MN | RA | APPROVED | 2021-04-07 |
Branch Locations
2535 27Th Ave S, Minneapolis, MN 55406 • United States
14300 Nicollet Ct, Burnsville, MN 55306 • United States
17533 Cedar Ave, Lakeville, MN 55044 • United States
605 Boone Ave N, Golden Valley, MN 55427 • United States
2817 Lyndale Ave S, Minneapolis, MN 55408 • United States
6303 Central Ave Ne, Fridley, MN 55432 • United States
7851 Elm Creek Blvd, Maple Grove, MN 55369 • United States
3420 Division St St, St Cloud, MN 56301 • United States
4290 Dean Lake Blvd, Shakopee, MN 55379 • United States
7860 32Nd Ave N, Oakdale, MN 55128 • United States
14115 James Rd Ste 300, Rogers, MN 55374 • United States
2150 Lexington Ave N, Roseville, MN 55113 • United States
3990 Main Street Nw, Coon Rapids, MN 55448 • United States
7905 Great Plains Blvd, Chanhassen, MN 55317 • United States
11866 Aberdeen St, Blaine, MN 55434 • United States
757 Cleveland Ave S, St Paul, MN 55116 • United States
2772 East 82Nd Street, Bloomington, MN 55425 • United States
5703 100Th Avenue N, Brooklyn Park, MN 55443 • United States
1400 Riverwood Dr, Burnsville, MN 55337 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Financial Services, Inc | Austin | TX | 04/2016 | 01/2018 |
| Ascendant Alternative Strategies | New York | NY | 03/2018 | 06/2018 |
| Alorica | Fresno | CA | 07/2018 | 08/2018 |
| Lpl Financial Llc | Fresno | CA | 09/2018 | 02/2020 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 03/2020 | 03/2021 |
| Cuna Mutual Group | Waverly | IA | 03/2020 | 03/2021 |
| Lpl Financial Llc | St Paul | MN | 04/2021 | Present |
| Truestone Financial Credit Union | St Paul | MN | 04/2021 | Present |
1) 03/24/2022 - TruStone Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 05/23/2022 - 40 Hours Per Month/ 40 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-23 |
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