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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-22 |
| MN | RA | APPROVED | 2023-11-15 |
Branch Locations
11850 Fountains Way, Maple Grove, MN 55369 • United States
2700 7Th Ave. E, North St Paul, MN 55109 • United States
1240 County Rd E W, Arden Hills, MN 55112 • United States
10710 Town Square Dr Ne, Blaine, MN 55449 • United States
19943 County Road 43, Big Lake, MN 55309 • 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 |
|---|---|---|---|---|
| U.S. Bank | Plymouth | MN | 05/2006 | 01/2022 |
| U.S. Bancorp Investments, Inc. | Plymouth | MN | 11/2014 | 01/2022 |
| Woodbury Financial Services Inc | Minnetonka | MN | 01/2022 | 11/2023 |
| Old National Bank | Arden Hills | MN | 11/2023 | Present |
| Lpl Financial Llc | Arden Hills | MN | 11/2023 | Present |
1) 11/13/2023- Old National Bank - Notary- Inv. Related- Arden Hills, MN - 1hr/mth 2) 03/31/2025 - Old National Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2025 - 0 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-28 |
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