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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-03-21 |
Branch Locations
8500 Normandale Lk Blvd #970, Bloomington, MN 55437 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Plymouth | MN | 01/2020 | Present |
| Waddell & Reed | Bloomington | MN | 02/2020 | 07/2021 |
| Messerli And Kramer | Plymouth | MN | 10/2018 | 02/2020 |
| Mayflower Moving Company | Maplewood | MN | 06/2017 | 10/2018 |
| Indiana University At Bloomington (Education) | Bloomington | IN | 08/2014 | 05/2018 |
| Carl Lamb & Associates | Bloomington | IN | 01/2018 | 04/2018 |
| Kilroy's Sports Bar | Bloomington | IN | 09/2017 | 05/2018 |
1) 11/2023 - LifeMAP Wealth Advisors, LLC - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent 2) 05/20/2026 - Olson Wealth Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/21/2025 - 160 hours per month/ 130 hours during trading 3) 06/01/2026 - State of Minnesota - Hennepin County - Notary - Investment Related - At Reported Business Location(s) - Start Date 04/21/2025 - 5 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-20 |
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