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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-02-24 |
Branch Locations
294 Grove Ln E Ste 160, Wayzata, MN 55391 • United States
7616 Currell Blvd Ste 220, Woodbury, MN 55125 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Lake Elmo | MN | 08/2012 | 02/2021 |
| Lpl Financial, Llc | Woodbury | MN | 02/2021 | Present |
1. 2/11/2021 - TRUE VISION FINANCIAL ADVISORS - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Time Spent 100%. 2. 10/28/2021 - No Business Name - Not Investment Related - Stillwater & Forest Lake, MN, and Hudson, WI. - Outside/W-2 Employment - Started 10/05/2021 - 10 Hours Per Month/0 Hours During Securities Trading - Teaching - FINRA Approved Retirement Planning - Teaching community education.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-02 |
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