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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-07-21 |
Branch Locations
201 E Superior Street, Duluth, MN 55802 • United States
3501 W Arrowhead Rd, Duluth, MN 55811 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| College Of St Scholastica | Duluth | MN | 09/2006 | Present |
| Waddell & Reed Inc | Cloquet | MN | 06/2013 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Duluth | MN | 10/2013 | 07/2021 |
| Derek Montgomery Photography | Duluth | MN | 01/2012 | Present |
| Portman Hockey Club | Duluth | MN | 03/2014 | 03/2022 |
| Manifest Wealth Management (Dba) | Duluth | MN | 09/2017 | 06/2021 |
| Lpl Financial, Llc | Duluth | MN | 07/2021 | Present |
| Bell Bank | Duluth | MN | 08/2022 | Present |
1. 10/20/2021 - Derek Montgomery Photography - Not Investment Related - Home Based - Other - Started 1/1/2012 - 20 Hours Per Month During Securities Trading. 2. 09/19/2022 - Bell Investments - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 08/29/2022 - 160 Hours Per Month/8 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-18 |
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