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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-29 |
| ND | RA | APPROVED | 2017-03-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bell State Bank & Trust | Fargo | ND | 04/2012 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 10/2015 | 02/2017 |
| Cetera Investment Advisers Llc | Fargo | ND | 02/2016 | 02/2017 |
| Lpl Financial Llc | Fargo | ND | 02/2017 | Present |
1)2/28/17- Bell Investments- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)- 100% 2)2/28/17- Bell Bank - VP/Wealth Advisor- Inv. Related- at reported business location(s)-start date 5/2012- 100%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-25 |
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