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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-11-03 |
| TX | RA | APPROVED | 2025-11-03 |
Branch Locations
1650 W 82Nd St., Suite 650, Bloomington, MN 55431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savanna Financial Group | Burnsville | MN | 10/2005 | 12/2020 |
| Girard Securities, Inc. | San Diego | CA | 10/2009 | 11/2017 |
| Cetera Wealth Services, Llc | El Segundo | CA | 11/2017 | 11/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 11/2025 |
| Lpl Financial Llc | Bloomington | MN | 11/2025 | Present |
1) 10/2025 - LGM Wealth Management / Non-Variable Insurance / Inv Related / Start date 11/03/2025 - 2) 10/2025 - LGM Wealth Management / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-25 |
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