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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-06-26 |
| MN | RA | APPROVED | 2014-01-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger) | Eagan | MN | 11/2002 | Present |
1. 7/22/2003 - NON-VARIABLE INSURANCE - OUTSIDE SALES OF NON-VARIABLE INSURANCE. - EAGAN, MN. 2. 10/20/2003 - DBA ONLY - HAGEN FINANCIAL NETWORK, INC. - EAGAN, MN. 3. 12/1/2011 - NON-VARIABLE INSURANCE - MEDICA INSURANCE COMPANY - INSURANCE - MEDICA COMPANY MEDICARE SUPPLEMENT HEALTH INSURANCE. - 25% OF TIME SPENT - EAGAN, MN. 4. 12/1/2011 - NON-VARIABLE INSURANCE - BLUE CROSS/BLUE SHIELD - BLUE CROSS/BLUE SHIELD MEDICARE SUPPLEMENT HEALTH INSURANCE. - 25% OF TIME SPENT - EAGAN, MN 5. 09/23/2019 - AchieveIt Financial - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:01/01/2020 - 120 hrs/mo - 120 hrs during trading. 6. 09/23/2019 - Achievement Financial - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:01/01/2020 - 120 hrs/mo - 120 hrs during trading. 7. 10/21/2019 - No business name - Investment related - At reported business location(s) - Notary Public - start date:10/01/2019 - 1 hr/mo - 0 hrs during trading. 8. 1/29/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 10/01/2018 - 5 Hours Per Month/1 Hour During Securities Trading - Medicare health insurance. 9. 5/7/2020 - Achievement Financial, Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Independent Agent - Started 09/18/2018 - 5 Hours Per Month During Securities Trading - Long-term care insurance. 10. 5/7/2020 - Achievement Financial, Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 09/01/2018 - 40 Hours Per Month/2 Hours During Securities Trading - Independent Medicare insurance agent. 11. 02/10/2025- Hagen Hus Gallery- Other - Art Gallery- INV Related- At Reported Business Location(s)- Start date 02/10/2025-15 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-14 |
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