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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-05-18 |
Branch Locations
7951 Elm Creek Blvd N, Maple Grove, MN 55369 • United States
641 Railroad Ave, Albany, MN 56307 • United States
460 Franklin Street N, Glenwood, MN 56334 • United States
163 Highway 23, Spicer, MN 56288 • United States
320 Main St E, Melrose, MN 56352 • United States
1181 Main St South, Sauk Centre, MN 56378 • United States
1025 West Main St, Paynesville, MN 56362 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Central Minnesota Credit Union | Albany | MN | 02/2018 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 09/2018 | 05/2022 |
| North Dakota State University | Fargo | ND | 01/2016 | 12/2017 |
| Ymca | Fargo | ND | 03/2015 | 12/2017 |
| Northland Capital | St.CLoud | MN | 05/2017 | 08/2017 |
| North Dakota State University | Fargo | ND | 08/2014 | 12/2017 |
| Unemployed | Cold Spring | MN | 12/2017 | 02/2018 |
| Lpl Financial Llc | Albany | MN | 05/2022 | Present |
1. 05-18-2022- Flint, LLC- NOT INVESTMENT RELATED-Home Based- Business Owner- START DATE: 2018-0 Hours per Month/ 0 Hours During Securities Trading- 2. 05-18-2022- Magnifi Financial Credit Union- Investment Related-AT Reported Business Location(s)- Financial Institution Duty-Service Representative-START DATE: 2/5/2018-160 Hours per Month/ 160 Hours During Securities Trading-Time Spent Percent: 100% 3. 05-18-2022- Central Minnesota Financial Advisors- Investment Related-AT Reported Business Location(s)- DBA for LPL Business (entity for LPL business)- 4. 11/16/2022 - Magnifi Financial Credit Union - DBA: Magnifi Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-29 |
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