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James Scott Bidwell

LPl Financial LLC

Rochester, MN

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-07-21
MN RA APPROVED 2021-07-21
  • FL RA
    APPROVED
    Since 2021-07-21
  • MN RA
    APPROVED
    Since 2021-07-21

Branch Locations

3660 Sarah Pl Nw Ste 202, Rochester, MN 55901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed Inc Rochester MN 01/2016 07/2021
Mikael Newman Rochester MN 01/2018 07/2021
Justin Bidwell Rochester MN 01/2018 07/2021
Various Insurance Carriers For W & R Insurance Agencies Maple Lake MN 09/2016 07/2021
Lpl Financial Llc Rochester MN 07/2021 Present
  • 01/2016 → 07/2021
    Waddell & Reed Inc
    Rochester, MN
  • 01/2018 → 07/2021
    Mikael Newman
    Rochester, MN
  • 01/2018 → 07/2021
    Justin Bidwell
    Rochester, MN
  • 09/2016 → 07/2021
    Various Insurance Carriers For W & R Insurance Agencies
    Maple Lake, MN
  • 07/2021 → Present
    Rochester, MN
Previous Registrations
  • 2016-07-16 → 2021-07-21
    Waddell & Reed
    Savage, MN
    Rochester, MN
    Rochester, MN
Other Businesses

1) 2017 - DBA for LPL Business (entity for LPL business) / The Newman Group / Investment Related / Rochester, MN 55901 2) 07/2021 - Non-Variable Insurance / Insurance Agent / James Bidwell / Investment Related / Rochester, MN 55901

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-16
  • S66 Uniform Combined State Law Examination
    2016-07-16

View on SEC IAPD

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