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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-02-20 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
18200 45Th Ave North Suite C Office 206, Plymouth, MN 55446 • United States
18200 45Th Ave North Suite C Office 206, Plymouth, MN 55446 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2021 | 02/2026 |
| Bv Fitness Gym 1, Llc | Otsego | MN | 11/2015 | 10/2018 |
| Manage Infinity | St. Paul | MN | 01/2019 | 03/2020 |
| Unemployed | Otsego | MN | 03/2020 | 01/2021 |
| Lpl Financial Llc | Plymouth | MI | 02/2026 | Present |
1.02/20/2026; Intentional Networking; Other; Not Investment Related; at Reported Business Location(s); Start Date 01/01/2020; 20hrs/mth; 10hrs during trading 2.02/20/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Milestone WealthAdvisory; Investment Related; at Reported Business Location(s); Start Date 01/21/2026; 160hrs/mth; 130hrs during trading 3.08/07/2026; Milestone WealthAdvisory; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 08/05/2026; 1hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-01 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-16 |
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