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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-01-05 |
Branch Locations
225 S Sixth St Ste 4700, Minneapolis, MN 55402-4614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Edina | MN | 08/2009 | 06/2022 |
| Lpl Financial Llc | St. Louis Park | MN | 01/2023 | Present |
| Old National Bank | St. Louis Park | MN | 12/2022 | Present |
| Unemployed | Minneapolis | MN | 06/2022 | 11/2022 |
1) 01/04/2023 - Donald E Rushin Trust - Act in a Fiduciary Capacity - Inv Rel - Blue Springs, FL - Start: 09/2014 2) 04/01/2025 - Old National Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-09 |
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