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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-05-04 |
| TX | RA | APPROVED_RES | 2026-05-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tmfs Advisors Llc | Overland Park | KS | 07/2015 | 11/2016 |
| Financial Engines Advisors Llc | Woodbury | MN | 11/2016 | 01/2021 |
| Gladstone Wealth Partners | Minnetonka | MN | 01/2021 | 10/2022 |
| True Vision Mn Llc | Wayzata | MN | 09/2022 | 05/2026 |
| Lpl Financial | Wayzata | MN | 05/2026 | Present |
1. 4/2026 - Teaching - FINRA Approved Retirement Planning - Outside/W-2 Employment - INV REL - 10 Hour(s)/Month - 0 Hour(s) During Trading - Stillwater MN 00000 - OBA Start date: 10/05/2021 2. 4/2026 - Allied Partner - Business Owner - Not INV REL - 20 Hour(s)/Month - 0 Hour(s) During Trading - Hamel MN 55340 - OBA Start date: 01/01/2019 3. 4/2026 - Pribyl Investments - Business Entity For Tax/Investment Purposes Only - Not INV REL - 160 Hour(s)/Month - 160 Hour(s) During Trading - Hamel MN 55340 - OBA Start date: 01/01/2022 4. 4/2026 - True Vision Financial Advisors - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 5/4/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-11-05 |
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