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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-02 |
| MN | RA | APPROVED | 2014-01-21 |
Branch Locations
3721 23Rd St. South Ste 101, St. Cloud, MN 56301-6199 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger) | St. Cloud | MN | 04/2001 | Present |
1. 6/11/2003 - No Business Name - Not Investment Related - Other- Notary - NOTARY PUBLIC. 2. 10/30/2024 - Schoenberg Kosel Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/25/2024 - 40 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-05 |
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