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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-06 |
| MN | RA | APPROVED | 2026-02-02 |
Branch Locations
717 S State St Ste 100, Fairmont, MN 56031-4470 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Fairmont | MN | 03/2016 | 11/2021 |
| Raymond James Financial Services Advisors Inc. | Fairmont | MN | 07/2016 | 11/2021 |
| Sweet Financial Partners, Llc | Fairmont | MN | 11/2021 | 07/2024 |
| Mount Yale Investment Advisors | Fairmont | MN | 07/2024 | 03/2025 |
| Arete Wealth Management | Chicago | IL | 10/2024 | 03/2025 |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2025 | 02/2026 |
| Elevation Point D/B/A Triple H Financial Services, Llc | Fairmont | MN | 03/2025 | 05/2025 |
| Lake Street Private Wealth, Llc Dba Triple H Financial Services | Fairmont | MN | 06/2025 | 02/2026 |
| Lpl Financial | Fairmont | MN | 01/2026 | Present |
| Triple H Financial Services | Fairmont | MN | 06/2025 | Present |
1) 01/30/2026 - Triple H Financial Services - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 110 Hour(s) During Trading - At reported Business location(s) - 1/30/2026 2) 01/30/2026 - Jacob Hartke - Non-Variable Insurance - Inv Related - 5 Hour(s)/Month - 3 Hour(s) During Trading - At reported Business location(s) - 1/30/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-17 |
| S66 | Uniform Combined State Law Examination | 2016-06-28 |
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