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505 North Highway 169 Suite 260, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-07-28 |
Branch Locations
505 North Highway 169 Suite 260, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thomson Reuters | Eagan | MN | 08/2018 | 06/2019 |
| Mill City Roasters | Minneapolis | MN | 06/2018 | 07/2018 |
| All Safe Global, Inc. | Wyoming | MN | 04/2016 | 10/2020 |
| Lpl Financial, Llc | Plymouth | MN | 06/2019 | Present |
| Vpwm Advisors Llc | Plymouth | MN | 07/2019 | Present |
| Vpwm Advisors Llc | Plymouth | MN | 07/2019 | Present |
| Lpl Financial, Llc | Plymouth | MN | 06/2019 | Present |
| Vpwm Advisors, Llc | Plymouth | MN | 03/2021 | Present |
1. 8/14/2019 - Vantage Point Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/30/2019 - 160 Hrs/Mth - 0 Hrs During Trading. - Time Spent 100%. 2.08/23/2019 - VPWM Advisors LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin. - Started 07/30/2019 - 160 Hrs/Mth - 8 Hrs During Trading- Time Spent 75% - I provide administrative support to VPWM Advisors LLC, an independent investment advisor firm. I started this business activity in 07/2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. Time spent on business 100%. 3) 08/20/2025 -Notary Public - Investment Related - At Reported Business Location(s) - Start Date:06/21/1996 - 1 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-01 |
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