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715 Atlantic Avenue, Morris, MN 56267 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-09-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Morris | MN | 12/2003 | 03/2020 |
| Securities America Advisors, Inc. | Morris | MN | 12/2003 | 03/2020 |
| Lpl Financial Llc | Morris | MN | 03/2020 | 09/2025 |
| Encore Wealth Advisors, Inc. | Morris | MN | 08/2025 | Present |
| Encore Consultants, Llc | Morris | MN | 05/2014 | Present |
| Encore Wealth Advisors, Inc. | Morris | MN | 11/2009 | Present |
- Name of other business: Encore Consultants, LLC - Investment-related: No - Address: 715 Atlantic Ave, Morris, MN 56267 - Nature of the other business: Business Consulting - Position/title/duties: Owner; provides business consulting services for clients who currently operate their own business, are considering starting a business, or are planning to exit their current business - Start date: 05/2014 - Approximate number of hours/month devoted to the other business: 48 - Number of hours devoted during securities trading hours: 24
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-26 |
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