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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-07-06 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Lake Elmo | MN | 04/2021 | 07/2026 |
| Principal Securities, Inc. | Lake Elmo | MN | 03/2016 | 07/2026 |
| Cannaday Bloom Wealth And Insurance Solutions | Lake Elmo | MN | 04/2021 | 04/2026 |
| Cannaday Wealth Management | Lake Elmo | MN | 08/2025 | Present |
| Lpl Financial, Llc | Lakeville | MN | 07/2026 | Present |
1. 07/2026 - Cannaday Wealth Management - Non-Variable Insurance - Investment Related - 10 Hrs/Mth - 10 Hrs During Trading - Lakeville, MN 55044 - OBA Start Date: 04/01/2026 2. 07/2026 - Family Tines LLC - Real Estate Rental - Not Investment Related - 00 Hrs/Mth - 00 Hrs During Trading - Lakeville, MN 55044 - OBA Start Date: 10/11/2022 3. 07/2026 - RDC Homes - Real Estate Rental - Investment Related - 01 Hrs/Mth - 00 Hrs During Trading - Lakeville, MN 55044 - OBA Start Date: 05/01/2023 4. 07/2026 - Cannaday Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 40 Hrs/Mth - 40 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 07/06/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-11-04 |
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