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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-06-12
  • MN RA
    APPROVED
    Since 2023-06-12

Branch Locations

757 Cleveland Ave S, St Paul, MN 55116 • United States

17533 Cedar Ave, Lakeville, MN 55044 • United States

6303 Central Ave Ne, Fridley, MN 55432 • United States

605 Boone Ave N, Golden Valley, MN 55427 • United States

11866 Aberdeen St, Blaine, MN 55434 • United States

3990 Main Street Nw, Coon Rapids, MN 55448 • United States

7905 Great Plains Blvd, Chanhassen, MN 55317 • United States

7851 Elm Creek Blvd, Maple Grove, MN 55369 • United States

2772 East 82Nd Street, Bloomington, MN 55425 • United States

1400 Riverwood Dr, Burnsville, MN 55337 • United States

5703 100Th Avenue N, Brooklyn Park, MN 55443 • United States

2817 Lyndale Avenue S, Minneapolis, MN 55408 • United States

2535 27Th Avenue S, Minneapolis, MN 55406 • 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
Bright Eyes Vision Clinic Otsego MN 01/2021 05/2021
Amg Prime Maple Grove MN 06/2020 01/2021
North Suburban Eye Specialists Coon Rapids MN 09/2017 06/2020
Trinity Lutheran Church And School St. Francis MN 08/2006 09/2017
Thrivent Investment Management Inc Andover MN 04/2021 04/2023
Thrivent Financial Appleton WI 05/2021 09/2021
Thrivent Financial Appleton WI 09/2021 04/2023
Trustone Fin. Credit Union Coon Rapids MN 06/2023 Present
Lpl Financial Coon Rapids MN 06/2023 Present
  • 01/2021 → 05/2021
    Bright Eyes Vision Clinic
    Otsego, MN
  • 06/2020 → 01/2021
    Amg Prime
    Maple Grove, MN
  • 09/2017 → 06/2020
    North Suburban Eye Specialists
    Coon Rapids, MN
  • 08/2006 → 09/2017
    Trinity Lutheran Church And School
    St. Francis, MN
  • 04/2021 → 04/2023
    Andover, MN
  • 05/2021 → 09/2021
    Thrivent Financial
    Appleton, WI
  • 09/2021 → 04/2023
    Thrivent Financial
    Appleton, WI
  • 06/2023 → Present
    Trustone Fin. Credit Union
    Coon Rapids, MN
  • 06/2023 → Present
    Lpl Financial
    Coon Rapids, MN
Previous Registrations
Other Businesses

1) 06/2023 - Trustone Financial Advisors - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 06/2023 - TRINITY LUTHERAN CHURCH & SCHOOL - Outside/W-2 Employment - Non-inv. Related - St. Francis, MN - Business Manager - Start Date 08/1/2022 - 50hrs/month - 10% time spent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-01
  • S66 Uniform Combined State Law Examination
    2021-07-01

View on SEC IAPD

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