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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-06 |
| WI | RA | APPROVED | 2022-11-10 |
Branch Locations
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 |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Eau Claire | WI | 04/2011 | 01/2018 |
| Lpl Financial Llc | Altoona | WI | 01/2018 | Present |
| Great Valley Advisor Group, Inc. | Altoona | DE | 02/2019 | 11/2022 |
1. 9/20/2019 - TTRB Wealth Planning LLC - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:01/02/2018 - 0 hrs/mo - 0 hrs during trading. 2. 1/24/2022 - TTRB Wealth Planning Inc - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/17/2022 - 10 Hours Per Month During Securities Trading - LTC / Life. 3. 11/25/2022 - Frandsen Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 11/11/2022 - 160 Hours Per Month/160 Hours During Securities Trading 4. 05/08/2023 - Frandsen Bank& Trust OBA: Frandsen Investment Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 03/01/2023 - 5 Hours Per Month/5 Hours During Securities Trading 5. 06/23/2023 - Frandsen General Agency - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 03/01/2023 - 10 Hours Per Month/ 10 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-17 |
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