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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-29 |
| NE | RA | APPROVED | 2018-05-22 |
| MN | RA | APPROVED | 2018-04-09 |
| ND | RA | APPROVED | 2017-03-04 |
Branch Locations
1018 Hobart St., Hawley, MN 56549 • United States
717 Second Ave North, Wahpeton, ND 58075 • United States
920 Lake Avenue, Detroit Lakes, MN 56501 • 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 |
|---|---|---|---|---|
| Bell State Bank & Trust | Wahpeton | ND | 06/2012 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 06/2012 | 02/2017 |
| Cetera Investment Advisers Llc | Wahpeton | ND | 01/2014 | 02/2017 |
| Lpl Financial Llc | Wahpeton | ND | 02/2017 | Present |
1)2/28/17-BELL INVESTMENTS- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)- 100% 2)2/28/17- BELL BANK - VP/ WEALTH ADVISOR- Inv. Related- at reported business location(s)- start date 6/2012 - 100%. 3) 2/28/2018 - LEACH HOME FOUNDATION - Not Investment Related - 714 4 ST. N. WAHPETON, ND 58075 - Non-Profit Board Member - PRESIDENT - Started 1/1/2006 - Time Spent 1% - PRESIDENT OF BOARD OF DIRECTORS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-26 |
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