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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-21 |
| MN | RA | APPROVED | 2022-08-26 |
Branch Locations
500 Highway 96 W Ste 300, Shoreview, MN 55126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Indian Hills Golf Club | Stillwater | MN | 08/2014 | Present |
| Bethel University | Arden Hills | MN | 08/2016 | 12/2020 |
| Woodbury Wealth Management | Woodbury | MN | 05/2019 | 08/2019 |
| Thomson Reuters | Eagan | MN | 05/2020 | 08/2020 |
| Lifeworks | St. Paul | MN | 08/2017 | 05/2021 |
| Independent School District 622 | North St. Paul | MN | 09/2021 | Present |
| Lpl Financial Llc | Shoreview | MN | 06/2021 | Present |
| Bethel University | Arden Hills | MN | 09/2017 | 05/2021 |
| Independent School District 622 | Oakdale | MN | 09/2011 | 05/2017 |
| Preferred Resource Group | Shoreview | MN | 06/2021 | 01/2022 |
1)05/06/2022- Independent School District 622 - Sales Associate for ticket sales for school sports - Non-Inv Rel - North St. Paul, MN - Start Date:09/2021 - 10 Hr/Mth 2) 05/06/2022 - Indian Hills Golf Course - Retail sales associated at Indian Hills Golf Course -Outside/W-2 Employment - Non-Inv Rel - Stillwater, MN - Start: 08/2014 - 10 Hrs/Mth - 0 Hrs During Trading 3) 05/06/2022 - Independent School District 622 - Not Investment Related - Outside/W-2 Employment - 10 Hrs/Mth - 0 Hrs During Trading. 4)09/30/2022 - Preferred Resource Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Insurance Agent - Start Date - 09/01/2022 - 10 Hours Per Month/10 Hours During Securities Trading. 5) 10/21/2025 - FortiFi Wealth - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:10/15/2025 - 160 Hrs/Mth - 160 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-26 |
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