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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-06-10 |
| TX | RA | APPROVED | 2025-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fortis Investors, Inc./Woodbury Financial Services, Inc | Woodbury | MN | 06/1993 | 01/2024 |
| Osaic Wealth, Inc. | Oakdale | MN | 01/2024 | 06/2025 |
| Lpl Financial Llc | Oakdale | MN | 06/2025 | Present |
1- 06/10/2025 - Double Eagle Holdings LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Oakdale, MN - Start Date 09/17/2020 - 1 hour per month/ 0 hours during trading 2- 06/10/2025 - Notary at GHJ Financial Group - Notary - Investment Related - At Reported Business Location(s) - Start Date 10/04/2010 - 1 hour per month/ 0 hours during trading 3- 06/10/2025 - Dussik Financial Group - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/2011 - 10 hours per month/ 10 hours during trading 4- 01/26/2026 - GHJ Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2019 - 15 hours per month/ 15 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-31 |
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