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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-04 |
| MN | RA | APPROVED | 2023-08-03 |
Branch Locations
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 |
|---|---|---|---|---|
| Self-Employed Insurance Sales | Baxter | MN | 05/1987 | 08/2023 |
| Questar Capital Corporation | Minneapolis | MN | 12/2006 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 11/2006 | 03/2019 |
| Woodbury Financial Services, Inc. | Brainerd | MN | 03/2019 | 08/2023 |
| Woodbury Financial Services, Inc. | Brainerd | MN | 03/2019 | 08/2023 |
| Lpl Financial Llc | Brainerd | MN | 08/2023 | Present |
1) 06/13/2023 - Lakes Financial Services - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 1 Hour per month. 2) 06/13/2023 - Lakes Financial Service - Real Estate Rental - Owner - MN 56401 - Investment related - 1 Hour per month - Start date: 6/2/2023.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-02-08 |
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