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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-03-23 |
Branch Locations
1970 Oakcrest Ave #118, Roseville, MN 55113 • United States
255 Highway 97 Unit A, Forest Lake, MN 55025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bethel University | Arden Hills | MN | 08/2013 | 05/2017 |
| Etail Solutions | Arden Hills | MN | 05/2016 | 05/2017 |
| Apex Life Sciences / Systems | Edina | MN | 08/2018 | 06/2019 |
| Skillingaryd Is | Skillingaryd | 05/2017 | 08/2018 | |
| Gradient Advisors | Arden Hills | MN | 07/2019 | 08/2021 |
| Five Star Financial Resources | Roseville | MN | 08/2021 | 03/2026 |
| Sagepoint Financial Inc. | Roseville | MN | 02/2022 | 09/2023 |
| Osaic Wealth, Inc. | Roseville | MN | 09/2023 | 03/2026 |
| Lpl Financial, Llc | Roseville | MN | 03/2026 | Present |
1. 03/2026 - Five Star Wealth Planning - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 130 Hour(s) During Trading - At Reported business location(s) - OBA Start Date:3/23/2026 2. 03/2026 - Bandy - Non-profit volunteer (not on board) - Not Inv Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - Circle Pines, MN, 55014 - OBA Start Date: 09/01/2023
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-05-13 |
| S65 | Uniform Investment Adviser Law Examination | 2020-06-23 |
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