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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Minneapolis | MN | 06/2020 | Present |
| Gervais Wealth Management | Winona | MN | 07/2020 | 06/2021 |
| Washburn Center For Childrend | Minneapolis | MN | 06/2017 | 06/2020 |
| Augsburg College | Minneapolis | MN | 09/2015 | 05/2017 |
1)06/07/2021 - Gervais Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 062021 2)10/26/2022 - Washburn Center for Children - Not Investment Related - 1100 Glenwood Ave, Minneapolis, MN 55405 - Outside/W-2 Employment - Children's Mental Health Case Manager - Start Date: 10/17/2022 - 80 Hours Per Month/3 Hours During Securities Trading - Helping families navigate mental health resources for children. 3) 01/15/2025 - Stroeing Wealth Solutions - Investment Related - DBA for LPL Business (entity for LPL business) - MINNEAPOLIS MN - Start Date:01/06/2025 - 80 Hrs/Mth - 70 Hrs During Trading. 4) 03/24/2025 - Oberton Family Fund LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - 0 Hrs/Mth - 0 Hrs During Trading - Start Date: 03/19/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-26 |
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