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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-26 |
| MN | RA | APPROVED | 2024-04-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Target | Plymouth | MN | 06/2016 | 11/2017 |
| City Of New Hope | New Hope | MN | 11/2017 | 01/2018 |
| City Of New Hope | New Hope | MN | 06/2018 | 09/2019 |
| Sandvold Financial Group | Minneonka | MN | 02/2020 | 04/2024 |
| Woodbury Financial Services Inc | Minnetonka | MN | 08/2020 | 01/2024 |
| University Of Minnesota | Minneapolis | MN | 01/2019 | 05/2022 |
| University Of Minnesota Duluth | Duluth | MN | 08/2018 | 12/2018 |
| Robbinsdale Armstrong Highschool | Plymouth | MN | 09/2014 | 06/2018 |
| Osaic Wealth, Inc. | Minnetonka | MN | 01/2024 | 04/2024 |
| Lpl Financial | Eden Prairie | MN | 04/2024 | Present |
| Old National Bank | Eden Prairie | MN | 04/2024 | Present |
1- 12/03/2024 - Old National Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/3/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-02 |
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