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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-01-06 |
Branch Locations
5270 W 84Th St Suite 310, Bloomington, MN 55437 • United States
5270 W 84Th St Suite 310, Bloomington, MN 55437 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2021 | 04/2021 |
| Hydrostat Inc. | Rice | MN | 05/2020 | Present |
| Gatr Truck Center | Sauk Rapids | MN | 10/2016 | 05/2020 |
| Halvor Lines Trucking | Superior | WI | 07/2016 | 10/2016 |
| United Planners Financial Services | Scottsdale | AZ | 04/2022 | 01/2026 |
| The Capital Advisory Group Advisory Services, Llc | Bloomington | MN | 07/2022 | 01/2026 |
| The Capital Advisory Group, Llc | Bloomington | MN | 04/2022 | Present |
| Lpl Financial Llc | Bloomington | MN | 01/2026 | Present |
1) 2026-01-06 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - The Capital Advisory Grpup, LLC. - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2025-11-06 - 80hrs/mth - 80hrs/mth during trading 2) 2026-01-06 - MGI Publishing - Author - Y - Bloomington MN - 2025-10-28 - 0hrs/mth - 0hrs/mth during trading 3) 2026-01-06 - Hydrostat Inc. - Outside/W-2 Employment - Y - Rice MN - 2025-10-27 - 40hrs/mth - 40hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-05 |
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