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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
1300 Elm St, St Joseph, MN 56374 • United States
300 Pinecone Rd S, Sartell, MN 56377 • United States
108 Judd Street, Perham, MN 56573 • United States
208 3Rd Ave S, Cold Spring, MN 56320 • United States
35 East Broadway, Little Falls, MN 56345 • United States
608 2Nd Street South, Waite Park, MN 56387 • United States
701 Lake Street South, Long Prairie, MN 56347 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 10/2019 | Present |
| Central Minnesota Credit Union | St Joseph | MN | 03/2002 | Present |
| Independent School District 745 Albany Area Schools | Albany | MN | 01/2012 | Present |
| Premium Point Properties | Avon | MN | 11/2014 | Present |
| Lpl Financial Llc | St Joseph | MN | 05/2022 | Present |
1)05/18/2022 - Central Minnesota Financial Advisors-Investment Related- At Reported Business Location(s)-DBA for LPL Business (entity for LPL business) 2)05/18/2022 - No Business Name -Investment Related - Notary - Notary - Start Date- 2002 - 1 Hours Per Month/ 1 Hours During Securities Trading 3)05/18/2022 - Premium Point Properties LLC-Investment Related- Home Based -Real Estate Rental / Business - CEO/Manager - Start Date- 11/25/2014 - 25 Hours Per Month/ 0 Hours During Securities Trading 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 | 2019-12-05 |
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