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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
53 W Main St, Waconia, MN 55387 • United States
301 N Chestnut Street, Chaska, MN 55318 • United States
Waconia, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Waconia | MN | 05/2010 | Present |
| Old National Bank (Formerly: Klein Bank) | Waconia | MN | 05/2010 | Present |
1. 1/14/2020 - No Business Name - Investment Related - Home Based, and Traill County & Steele County in North Dakota - Real Estate Rental - Started 12/18/2019 - 1 Hour Per Month/0 Hours During Securities Trading - Rent farmland in Traill County and Steele County in North Dakota. 2. 5/12/2020 - Old National Bank - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Compliance Coordinator - Started 01/02/2020 - 1 Hour Per Month During Securities Trading. 3. 11/09/2023 - Community, Civic and Charitable Board - election judge - Not Investment Related - Waconia & Minneapolis, MN - Start Date 11/07/2023 - .5 Hours Per Month/ During Trading 4. 12/03/2024 - Old National Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/3/2024
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-08-27 |
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