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200 East 7Th Street, Auburn, IN 46706 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-19 |
| MN | RA | APPROVED | 2022-06-20 |
Branch Locations
7900 International Drive, Suite #510, Bloomington, MN 55425 • United States
200 East 7Th Street, Auburn, IN 46706 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Bloomington | MN | 07/2012 | 05/2022 |
| Personal Wealth Partners Llc | Bloomington | MN | 08/2014 | 10/2022 |
| Cx Institutional, Llc | Bloomington | MN | 06/2022 | Present |
1. 7/31/2018 - Quarry Heights LLC - Not Investment Related - Columbia, MO 65203 - Real Estate Rental - Start Date: 04/12/2017 - 1 Hour Per Month/0 Hours During Securities Trading - Personal property, own with brother. 2. 4/22/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Other-Notary - Started 01/01/1999 - 1 Hours Per Month During Securities Trading - Notary for state of Minnesota.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-03 |
| S65 | Uniform Investment Adviser Law Examination | 1995-10-03 |
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