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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-02 |
| MN | RA | APPROVED | 2014-01-21 |
Branch Locations
3721 23Rd St. South Ste 101, St. Cloud, MN 56301-6199 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | St. Cloud | MN | 04/2001 | Present |
1. 10/30/2024 - Schoenberg Kosel Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/25/2024 - 40 Hours Per Month/ During Trading 2. 12/01/2025 - Other - Notary - Investment Related - At Reported Business Location(s) - Start Date 11/24/2025 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-08-19 |
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