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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-11-12 |
| TX | RA | APPROVED | 2025-11-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bremer Bank | So St Paulwoodbury | MN | 04/2000 | 11/2025 |
| Raymond James Financial Services | South St Paul | MN | 08/2009 | 11/2025 |
| Raymond James Financial Services Advisors Inc. | South St. Paul | MN | 08/2009 | 11/2025 |
| Bremer Investments | Woodbury | MN | 04/2020 | 11/2025 |
| Old National Bank | Woodbury | MN | 11/2025 | Present |
| Lpl Financial Llc | Woodbury | MN | 11/2025 | Present |
1. "Investment products and services are offered through LPL Financial LLC using the DBA/trade name Old National Wealth Advisors - Investment Related - At Reported Business Location (s) - 09/2025 2. 09/2025 - Old National Bank Advisor Referral Programs - Financial Institution Duty - Investment Related - 01 Hrs/Mth - 00 Hrs During Trading. - Woodbury MN 55129 - OBA start date: 11/07/2025
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-05-08 |
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