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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-11-12 |
| TX | RA | APPROVED_RES | 2025-11-08 |
Branch Locations
701 Atlantic Ave, Morris, MN 56267 • United States
113 E Front St, Brandon, MN 56315 • United States
317 Broadway St Ste 100, Alexandria, MN 56308 • United States
2330 College Way, Fergus Falls, MN 56537 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Riversource Distributors | Camas | WA | 10/2014 | 05/2017 |
| State Farm | Alexandria | MN | 05/2017 | 10/2018 |
| Unemployed | Alexandria | MN | 11/2018 | 12/2018 |
| Raymond James Financial Services, Inc. | Alexandria | MN | 12/2018 | 11/2025 |
| Raymond James Financial Services Advisors, Inc. | Alexandria | MN | 12/2018 | 11/2025 |
| Bremer Bank | Alexandria | MN | 10/2018 | 11/2025 |
| Alexandria Soccer Association | Alexandria | MN | 11/2018 | Present |
| Bremer Investments | Alexandria | MN | 12/2018 | 11/2025 |
| Old National Bank | Alexandria | MN | 11/2025 | Present |
| Lpl Financial Llc | Alexandria | MN | 11/2025 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Old National Wealth Advisors - Inv Rel - At Reported Business Location (s) - Start Date: 09/2025 2. 09/2025 - Old National Bank Advisor Referral Programs - Financial Institution Duty - Inv Related - 05 Hour(s)/Month - 01 Hour(s) During Trading - Alexandria MN 56308 - OBA Start Date: 11/07/2025 3. 09/2025 - Alexandria Soccer Association - Coach/Sports/Fitness - Not Inv Related - 10 Hour(s)/Month - 00 Hour(s) During Trading - Alexandria, MN 56308 - OBA Start Date: 01/01/2018
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-11 |
| S66 | Uniform Combined State Law Examination | 2006-03-22 |
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