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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-21 |
| CO | RA | APPROVED | 2021-07-21 |
| FL | RA | APPROVED | 2021-07-21 |
| KS | RA | APPROVED | 2021-07-21 |
| MN | RA | APPROVED | 2021-07-21 |
| MO | RA | APPROVED | 2021-07-21 |
| ND | RA | APPROVED | 2021-07-21 |
| WI | RA | APPROVED | 2021-07-21 |
Branch Locations
130 W Superior St, Ste 750, Duluth, MN 55802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Duluth | MN | 10/2005 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Esko | MN | 01/2006 | 07/2021 |
| 750 Lakeview Llc | Duluth | MN | 10/2019 | 07/2021 |
| Lpl Financial Llc | Duluth | MN | 07/2021 | Present |
1) 10/10/2019 - 750 Lakeview LLC / Business Entity For Tax/Investment Purposes Only / Investment Related / 0HR / MO / 130 W Superior St #750, Duluth, MN 55802 2) 5/1/2021 - Book of Business Promissory Note / Investment Related / 0HR / MO / 130 W Superior St #750, Duluth, MN 55802 3) 07/26/2022 - Lindsey Okstad, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 08/01/2022 - 160 Hours Per Month/8 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-08 |
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