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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2024-12-02 |
Branch Locations
1020 S Bailey St, Palmer, AK 99654 • United States
501 N. Main Street, Ste. 140, Wasilla, AK 99654 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Matanuska Valley Fcu | Palmer | AK | 06/2024 | Present |
| Lithia Dodge Jeep And Ram Of Wasilla Alaska | Wasilla | AK | 01/2023 | 06/2024 |
| Essentia Health | Duluth | MN | 02/2022 | 06/2022 |
| Unemployed | Palmer | AK | 06/2022 | 01/2023 |
| Joel Brekken Agency | Duluth | MN | 04/2021 | 02/2022 |
| Northwestern Mutual | Duluth | MN | 07/2020 | 04/2021 |
| Essentia Health | Duluth | MN | 02/2019 | 07/2020 |
| Bethel Work Release | Duluth | MN | 09/2018 | 02/2019 |
| U.S. Army | Appleton | WI | 09/2016 | 09/2022 |
| Lpl Financial Llc | Palmer | AK | 06/2024 | Present |
| University Of Minnesota Duluth | Duluth | MN | 09/2016 | 06/2020 |
1- 08/2024 / Matanuska Valley Financial Services / DBA for LPL Business (entity for LPL business) / Inv Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-23 |
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