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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
AK RA APPROVED 2024-12-02
  • AK RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2024 → Present
    Matanuska Valley Fcu
    Palmer, AK
  • 01/2023 → 06/2024
    Lithia Dodge Jeep And Ram Of Wasilla Alaska
    Wasilla, AK
  • 02/2022 → 06/2022
    Essentia Health
    Duluth, MN
  • 06/2022 → 01/2023
    Unemployed
    Palmer, AK
  • 04/2021 → 02/2022
    Joel Brekken Agency
    Duluth, MN
  • 07/2020 → 04/2021
    Northwestern Mutual
    Duluth, MN
  • 02/2019 → 07/2020
    Essentia Health
    Duluth, MN
  • 09/2018 → 02/2019
    Bethel Work Release
    Duluth, MN
  • 09/2016 → 09/2022
    U.S. Army
    Appleton, WI
  • 06/2024 → Present
    Palmer, AK
  • 09/2016 → 06/2020
    University Of Minnesota Duluth
    Duluth, MN
Other Businesses

1- 08/2024 / Matanuska Valley Financial Services / DBA for LPL Business (entity for LPL business) / Inv Related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-02
S63 Uniform Securities Agent State Law Examination 2024-11-23
  • S65 Uniform Investment Adviser Law Examination
    2024-12-02
  • S63 Uniform Securities Agent State Law Examination
    2024-11-23

View on SEC IAPD

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