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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-04 |
| MN | RA | APPROVED | 2025-06-18 |
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 |
|---|---|---|---|---|
| Legacy Capital, Llc | Forest Lake | MN | 05/2016 | Present |
| Augsburg College | Minneapolis | MN | 08/2013 | 04/2017 |
| Magnetic North Advisors | Forest Lake | MN | 07/2022 | 06/2025 |
| Lpl Financial, Llc | Forest Lake | MN | 07/2017 | Present |
1. 07/14/2017 - Legacy Capital - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/13/2017 - 160 Hours Per Month/ 8 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-12 |
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