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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-05-02 |
| TX | RA | APPROVED_RES | 2025-05-02 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
708 Cleveland Ave Sw Ste 200, New Brighton, MN 55112 • United States
708 Cleveland Ave Sw Suite 200, New Brighton, MN 55112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. Fka Royal Alliance Associates, Inc. | Minneapolis | MN | 04/2005 | 05/2025 |
| Financial Dimensions Group, Inc. | Minneapolis | MN | 05/2005 | 05/2025 |
| Lpl Financial Llc | Minneapolis | MN | 05/2025 | Present |
1) 04/10/2025 - Bovee Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 11/11/2025-Brokerage Resources Incorporated-Financial Advisor-Non-Variable Insurance-Inv related-At Maple Grov, MN-Start date 10/31/2025-1hrs/mth-1hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-27 |
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