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849 Lake Street East, Wayzata, MN 55391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-05-12 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayzata | MN | 01/2019 | 06/2021 |
| Unitedhealthgroup - Optum | Eden Prairie | MN | 07/2015 | 12/2018 |
| Grd Solutions | Wayzata | MN | 07/2018 | 03/2026 |
| Bank Of America N.A. | Wayzata | MN | 02/2019 | 06/2021 |
| Sezzle | Minneapolis | MN | 06/2021 | 04/2022 |
| Multiplan | Minneapolis | MN | 04/2022 | 10/2023 |
| 360 Financial | Wayzata | MN | 11/2025 | Present |
| Lpl Financial | Wayzata | MN | 11/2025 | Present |
| 360 Financial | Wayzata | MN | 05/2026 | Present |
1) 2026-03-09 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - 360 Financial - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-02-24 - 160hrs/mth - 160hrs/mth during trading 2) 2026-03-09 - Westshore Townhome Association - Non-Profit Board Member - N - Long Lake MN - 2026-02-05 - 1hrs/mth - 0hrs/mth during trading 3) 2026-05-12 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - (Hybrid) 360Financial - Registered Investment Advisor Hybrid - Y - at reported business location(s) - 2026-02-24 - 160hrs/mth - 160hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-01 |
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