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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-01-21 |
Branch Locations
301 N Chestnut Street, Chaska, MN 55318 • United States
225 S Sixth St Ste 4700, Minneapolis, MN 55402-4614 • United States
1601 Utica Ave S, Ste 1150, St. Louis Park, MN 55416 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Old National Bank(Fka: Kleinbank Bank;1St National Bankofchaska) | Chaska | MN | 04/1996 | Present |
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Chaska | MN | 01/1999 | Present |
1. 5/6/2019 - SNS Hunting Properties - Investment Related - Starbuck, MN - Other-Real Estate LLC - Co-owner - Started 10/19/2012 - 15 Hours Per Month/4 Hours During Securities Trading. 2. 6/19/2020 - Old National Bank - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Started 06/01/2020 - 10 Hours Per Month During Securities Trading. 3. 04/02/2025 - Old National Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2025 - 0 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-05-24 |
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