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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-11-21
MN RA APPROVED 2022-08-26
  • TX RA
    APPROVED
    Since 2023-11-21
  • MN RA
    APPROVED
    Since 2022-08-26

Branch Locations

500 Highway 96 W Ste 300, Shoreview, MN 55126 • 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
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
  • 08/2014 → Present
    Indian Hills Golf Club
    Stillwater, MN
  • 08/2016 → 12/2020
    Bethel University
    Arden Hills, MN
  • 05/2019 → 08/2019
    Woodbury Wealth Management
    Woodbury, MN
  • 05/2020 → 08/2020
    Thomson Reuters
    Eagan, MN
  • 08/2017 → 05/2021
    Lifeworks
    St. Paul, MN
  • 09/2021 → Present
    Independent School District 622
    North St. Paul, MN
  • 06/2021 → Present
    Shoreview, MN
  • 09/2017 → 05/2021
    Bethel University
    Arden Hills, MN
  • 09/2011 → 05/2017
    Independent School District 622
    Oakdale, MN
  • 06/2021 → 01/2022
    Preferred Resource Group
    Shoreview, MN
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-26
  • S66 Uniform Combined State Law Examination
    2022-08-26
Other Names
  • Cali Pearcy

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