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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc | Savage | MN | 07/2005 | 11/2016 |
| Kestra Investment Services, Llc. | Savage | MN | 11/2016 | 08/2023 |
| Kestra Advisory Services, Llc. | Savage | MN | 11/2016 | 08/2023 |
| Lpl Financial Llc | Savage | MN | 08/2023 | Present |
1) 08/04/2023 - Watermark Wealth Strategies - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 200 Hours per month. 2) 08/04/2023 - Manitou Advisors, LLC - Business Entity For Tax/Investment Purposes Only - MN 55378 - Non investment related - 3 Hours per month - Start date: 9/1/2011. 3) 07/10/2024 - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 07/01/2024 - 1 Hour Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-28 |
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