Best Investors Account Sign in
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-08-06
MN RA APPROVED 2018-02-14
  • TX RA
    APPROVED
    Since 2019-08-06
  • MN RA
    APPROVED
    Since 2018-02-14

Branch Locations

1118 Cedar Lake Rd S, Minneapolis, MN 55405 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self-Employed/Wold Assoc Minneapolis MN 03/1986 Present
Invest Financial Corp. Tampa FL 03/2009 02/2018
Lpl Financial Llc Minneapolis MN 02/2018 Present
  • 03/1986 → Present
    Self-Employed/Wold Assoc
    Minneapolis, MN
  • 03/2009 → 02/2018
    Invest Financial Corp.
    Tampa, FL
  • 02/2018 → Present
    Minneapolis, MN
Previous Registrations
  • 2013-09-04 → 2018-02-21
    Invest Financial Corporation
    Clearwater, FL
    Minneapolis, MN
    Appleton, WI
Other Businesses

1. 02/14/2018 - BAYMARC, LLC - Investment Related - MARCO ISLAND, FL - Real Estate Rental - Owner - Start Date 8/2008 - 2 Hours Per Month/0 Hours During Securities Trading. 2. 02/14/2018 - CEDAR PROPERTIES, LLC - Investment Related - 1118 CEDAR LAKE RD S, MINNEAPOLIS, MN 55405 - Real Estate Rental - Owner - Start Date 7/8/15 - 1 Hour Per Month/0 Hours During Securities Trading. 3. 02/14/2018 - WOLD FINANCIAL, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - OWNER/President & INS AGENT - Start Date 2/6/2016 - 20 Hours Per Month/6 Hours During Securities Trading - ANNUITY, LIFE DISABILITY AND LONG TERM CARE BUSINESS. 4. 11/11/2021 - No Business Name - Investment Related - Deerwood, MN 56444 - Real Estate Rental - Start Date: 12/01/2021 - 1 Hour Per Month/0 Hours During Securities Trading. 5. 02/20/2024 - WOLD FINANCIAL LLC - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 3/12/1986 - 8 Hrs/Mo; 0 Hr During Trading. 6. 12/10/2024 - The MTW/ MTW Properties - Investment Related - Other - LLC for semi-truck wash/building and land - Home Based - Start Date: 11/01/2024 - 4 Hrs/Month - 0 Hr During Trading.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-08-13
  • S63 Uniform Securities Agent State Law Examination
    1992-08-13
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Minneapolis, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor