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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-06-01 |
| TX | RA | APPROVED | 2026-06-01 |
Branch Locations
500 Village Center Dr Ste 300, North Oaks, MN 55127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | North Oaks | MN | 06/2026 | Present |
| Metlife Securities Inc | Minnetonka | MN | 05/2016 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Minnetonka | MN | 07/2016 | 01/2019 |
| Mml Investors Services, Llc | Minnetonka | MN | 03/2017 | 01/2019 |
| Ctb Financial Services | St. Louis Park | MN | 01/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Apple Valley | MN | 04/2020 | 06/2026 |
1. 05/2026 - Legacy Capital LLC - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 135 Hour(s) During Trading – Forest Lake MN 55025 – OBA Start Date: 6/1/2026 2. 05/2026 - Legacy Capital Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 135 Hour(s) During Trading – Forest Lake MN 55025 – OBA Start Date: 6/1/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-09 |
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