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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-31 |
| MN | RA | APPROVED | 2024-01-30 |
Branch Locations
11272 86Th Ave N., Suite B, Maple Grove, MN 55369 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. Fka Royal Alliance Associates, Inc. | Maple Grove | MN | 08/2005 | 01/2024 |
| Financial Dimensions Group | Maple Grove | MN | 08/2005 | 01/2024 |
| Lpl Financial Llc | Maple Grove | MN | 01/2024 | Present |
1) 01/23/2024 - SCHULER,MATHESON,PIAS AND ASSOCIATES - Business Entity For Tax/Investment Purposes Only - Co-Owner - Non investment related - 1% Time spent - Start date: 6/1/2006. 2) 01/23/2024 - Brokerage Resources Inc. - Non-Variable Insurance - Selling: Term life insurance and long term care - MN 55369 - Investment related - 1 Hour per month - Start date: 5/1/2006. 3) 01/23/2024 - PACK UP THE KIDS, LLC - Real Estate Rental - co-owner - WI 53965 - Investment related - 2 Hours per month. 4) 01/23/2024 - 11272 PARTNERS - Business Entity For Tax/Investment Purposes Only - co - owner - MN 55369 - Non investment related - 1% Time spent - Start date: 6/1/2006. 5) 01/23/2024 - Pias wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 1% Time spent.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-12-09 |
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