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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-10-06 |
| TX | RA | APPROVED | 2024-01-30 |
Branch Locations
11272 86Th Ave N., Suite B, Maple Grove, MN 55369 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. Fka Royal Alliance Associates, Inc., | Maple Grove | MN | 05/2005 | 01/2024 |
| Financial Dimensions Group, Inc. | Maple Grove | MN | 05/2005 | 01/2024 |
| Lpl Financial Llc | Maple Grove | MN | 01/2024 | Present |
1) 01/23/2024 - JEFFREY L SCHULER - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 01/23/2024 - SCHULER FINANCIAL ADVISOR GROUP - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 1% Time spent. 3) 01/23/2024 - SCHULER,MATHESON,PIAS A ND ASSOCIATES. - Business Entity For Tax/Investment Purposes Only - MN 5536 - Non investment related - 1% Time spent - Start date: 06/01/2006. 4) 01/23/2024 - 111212 PARTNER - Business Entity For Tax/Investment Purposes Only - MN 55369 - Non investment related - 1% Time spent - Start date: 06/01/2006. 5) 01/23/2024 - PACK UP THE KIDS, LLC. - Business Entity For Tax/Investment Purposes Only - Real Estate investments - MN 55442 - Non investment related - 2 Hours per month - Start date: 02/06/2002.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-08-14 |
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