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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2013-12-20 |
| TX | RA | APPROVED_RES | 2012-12-06 |
Branch Locations
601 Carlson Pkwy., Ste 1050, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Plymouth | MN | 02/2012 | Present |
1. 4/24/2012: TURNKEY FINANCIAL MANAGEMENT, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 3/27/2020 - K & N LLC - Investment Related - Home Based - Other-Business Owner - Start Date: 04/01/2020 - 10 Hours Per Month/0 Hours During Securities Trading. 3. 6/23/2020 - CYCAP Insurance LLC, Cypress Capital - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Independent Contractor and Insurance Agent - Started 07/01/2020 - 10 Hours Per Month During Securities Trading. 4. 12/20/2024- Turnkey Financial Mgmt LLC- Insurance Agency- INV Related- At Reported Business Location(s)- Start date 12/19/2024- 10 Hours Per Month- 10 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-01-17 |
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