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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-08-21 |
| TX | RA | APPROVED | 2023-08-21 |
Branch Locations
9001 E Bloomington Fwy Ste 131, Bloomington, MN 55420 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wicker Financial Services | Baldwin | WI | 08/2019 | 04/2023 |
| Harbour Investments, Inc | Madison | WI | 01/2021 | 08/2023 |
| Unemployed | Cottage Grove | MN | 05/2019 | 08/2019 |
| Cornell College | Mount Vernon | IA | 08/2015 | 05/2019 |
| Lpl Financial Llc | Bloominton | MN | 08/2023 | Present |
1) 07/31/2023 - Vinar Financial Group - Tax Prep/Accounting/CPA - Investment related - MN 55420 - 8 Hours per month - Start date: 12/01/2023. 2) 07/31/2023 - Level Financial Group, Inc - DBA for LPL Business (entity for LPL business) - Investment related - At reported business locations) - 128 Hours per month. 3) 01/05/2024 - Core Income Advisors - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Started: 1/3/2024 - 12 Hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-12 |
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