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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2025-11-12 |
| TX | RA | APPROVED | 2025-11-07 |
Branch Locations
3100 Columbia Road South, Grand Forks, ND 58201 • United States
3100 Columbia Road, Grand Forks, ND 58201 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
424 5Th St Ne, Devils Lake, ND 58301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2017 | 09/2024 |
| Speedway Grill & Bar | Grand Forks | ND | 10/2011 | 12/2017 |
| Uber | Grand Forks | ND | 02/2017 | 05/2017 |
| Lyft | Grand Forks | ND | 02/2017 | 05/2017 |
| Raymond James Financial Services, Inc. | Grand Forks | ND | 10/2024 | 11/2025 |
| Raymond James Financial Services Advisors, Inc. | Grand Forks | ND | 10/2024 | 11/2025 |
| Bremer Bank | Grand Forks | ND | 10/2024 | 11/2025 |
| Bremer Investments | Grand Forks | ND | 10/2024 | 11/2025 |
| Old National Bank | Grand Forks | ND | 11/2025 | Present |
| Lpl Financial, Llc | Grand Forks | ND | 11/2025 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Business Name Old National Wealth Advisors - Investment Related - At Reported Business Location (s) - 09/2025" 2. 09/2025 - Old National Bank Advisor Referral Programs - Financial Institution Duty - Investment Related - 00 Hrs/Mth - 00 Hrs During Trading - Grand Forks ND 58201 - OBA start date: 11/08/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-12 |
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