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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-06-21 |
Branch Locations
48 N Park Ave, Le Center, MN 55125 • United States
88 N Park Ave, Le Center, MN 56057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cutting Edge | Le Sueur | MN | 02/2001 | Present |
| Invest Financial Corporation | Tampa | FL | 08/2008 | 11/2016 |
| Focus Financial Network, Inc. | Minneapolis | MN | 11/2016 | 06/2022 |
| Royal Alliance Associates | New York | NY | 11/2016 | 06/2022 |
| Lpl Financial Llc | Le Center | MN | 06/2022 | Present |
1) 6/2022- CUTTING EDGE LLC- Business owner - home remodeling/rebuild- non-inv. related- Cleveland, MN- start date 2/1985- 10hrs/mth 2) 6/2022- THREE E LLC- Business Owner - boat storage company- non-inv. related- Cleveland, MN- start date 10/2018- 0hrs 3) 10/17/2022 - KMF Company LLC - Investment Related - 108 N Main St, Le Sueur, MN 56058 - Non-Variable Insurance - Manager - Start Date: 10/14/2022 - 5 Hours Per Month/1 Hour During Securities Trading. 4) 07/23/2024 - KMF Advisors - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 10/1/2012 - 40 Hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-06-02 |
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