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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Wealth Management | Fargo | ND | 06/2016 | 08/2018 |
| Woodbury Financial Services, Inc. | Fargo | ND | 11/2017 | 07/2018 |
| M Holdings Securities, Inc. | Portland | OR | 08/2018 | 09/2019 |
| Cozad Asset Management | Champaign | IL | 08/2018 | 07/2019 |
| Wangsness Ogdahl & Associates | Glenwood | MN | 09/2019 | 12/2020 |
| Avantax Investment Services, Inc. | Glenwood | MN | 09/2019 | 12/2020 |
| Bell Investments | Alexandria | MN | 12/2020 | Present |
| Lpl Financial Llc | Alexandria | MN | 12/2020 | Present |
1)2/16/2021- Bell Investments- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)-100% 211/22/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Other - Notary - Notary Certification - Start Date - 10/09/2020 - 1 Hours Per Month/1 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-29 |
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