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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-01-10 |
Branch Locations
4524 Highway 61 N, White Bear Lake, MN 55110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Oaks Wealth Management | White Bear Lake | MN | 01/2021 | Present |
| La Grande Beautyspa & Boutique | Forest Lake | MN | 10/2020 | 03/2021 |
| Sparklean Co. | Roseville | MN | 03/2019 | 04/2020 |
| Caribou Coffee & Einstein Bagels | Fridley | MN | 10/2018 | 04/2019 |
| Odyssey Resorts | Duluth | MN | 08/2016 | 06/2018 |
| Unemployed | Forest Lake | MN | 04/2020 | 10/2020 |
| Unemployed | Fridley | MN | 06/2018 | 10/2018 |
| Lpl Financial Llc | White Bear Lake | MN | 01/2021 | Present |
| North Oaks Cleaning Llc | Forest Lake | MN | 11/2023 | Present |
1) 02/2025 - North Oaks Financial Services, Inc. / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month - 100% time spent 2) 02/2025 - North Oaks Cleaning LLC / Business Owner / Business owner, manager / Inv Related / Forest Lake, MN 55025 / Start date 11/11/2023 - 3) 02/2025 - Notary / Inv Related / White Bear Lake, MN 55110 / Start date 08/20/2021 - 1hrs per month - 5% time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-05 |
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