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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2017-11-29 |
Branch Locations
11095 Viking Drive, Ste 205, Eden Prairie, MN 55344 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrated Inc | Edina | MN | 01/1993 | Present |
| National Planning Corporation | El Segundo | CA | 04/2016 | 11/2017 |
| Lpl Financial Llc | Edina | MN | 11/2017 | Present |
1. 11/29/2017 - Integrated, Inc - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Administrative, Bookkeeping, Client Services - start date 12/1/1991 - 160 hours per month during securities trading. 2. No Business Name - Not Investment Related - At Reported Business Location(s) - Other - Notary - start date 1/1/1991 - 1 hour per month during securities trading. 3. 02/15/2018 - Integrated, Inc. - DBA: Integrated, Inc. - Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 05/01/2011 - 160 Hours Per Month/160 During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-29 |
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