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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-05-18 |
Branch Locations
14985 Glazier Ave #111, Apple Valley, MN 55124 • United States
660 Woodbury Dr, Woodbury, MN 55125 • United States
3240 Denmark Ave, Eagan, MN 55121 • United States
16042 Pilot Knob Rd, Lakeville, MN 55044 • United States
9647 Tradeport Dr, Orlando, FL 32827 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2013 | 12/2016 |
| Cuna Brokerage Services | Waverly | IA | 01/2017 | 05/2022 |
| Wings Financial Credit Union | Appley Valley | MN | 01/2017 | Present |
| Lpl Financial Llc | Apple Valley | MN | 05/2022 | Present |
1. 05/18/2022-Wings Financial Advisors-Investment Related- At Reported Business Location(s)-DBA for LPL Business (entity for LPL business) 2. 05/18/2022-Wings Financial CU- Investment Related- At Reported Business Location(s)-Financial Institution Duty-Advisor- START DATE: 01/2017-160 Hours Per Month/160 Hours During Securities Trading.-Time Spent Percent: 100%. 3. 04/11/2024 - No Business Name - Inv Related - Woodbury, MN - Real Estate Rental - Started: 6/1/2024 - 2 Hrs/Mo; 0 Hr During Trading. 4. 05/02/2024 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10 Hours Per Month/ 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-01 |
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