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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-05-18 |
Branch Locations
1025 West Main St, Paynesville, MN 56362 • United States
641 Railroad Ave, Albany, MN 56307 • United States
208 3Rd Ave S, Cold Spring, MN 56320 • United States
218 Wells Street, Belgrade, MN 56312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Central Minnesota Credit Union | St. Joseph | MN | 04/2013 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 04/2013 | Present |
| Lpl Financial Llc | St Joseph | MN | 05/2022 | Present |
1)05/18/2022 Central Minnesota Financial Advisors- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business) 2)05/18/2022 Mass Mutual-Investment Related -Non-Variable Insurance Trails Only- Start Date - 04/22/2013 3)11/16/2022 - Magnifi Financial Credit Union - DBA: Magnifi Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2023.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-04 |
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