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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-27 |
| MN | RA | APPROVED | 2017-11-29 |
Branch Locations
500 Highway 96 W Ste 300, Shoreview, MN 55126 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Osgood Financial, Inc. | Shoreview | MN | 01/2003 | Present |
| National Planning Corporation | Shoreview | MN | 08/2005 | 11/2017 |
| Lpl Financial Llc | Shoreview | MN | 11/2017 | Present |
1. 11/29/2017 - Preferred Resource Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 160 Hours Per Month/160 During Securities Trading. 2. 11/29/2017 - OSGOOD FINANCIAL, INC - Not Investment Related - Business Entity For Tax/Investment Purposes Only. 3. 11/29/2017 - Snail Lake Properties - Not Investment Related - Shoreview, MN - Real Estate Rental - Co-owner - 10 Hours Per Month/0 During Securities Trading. 4. 7/5/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Notary - Start Date: 01/31/2018 - 0 Hours Per Month/0 Hours During Securities Trading - Notary Public. 5. 12/3/2018 - Preferred Resource Group (PRG) - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 11/29/2017 - 4 Hours Per Month During Securities Trading. 6) 10/06/2025 - FortiFi Wealth - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:10/06/2025 - 160 Hrs/Mth - 160 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-24 |
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