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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-01-27 |
Branch Locations
225 S Sixth St Ste 4700, Minneapolis, MN 55402-4614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | Minneapolis | MN | 02/2008 | 01/2022 |
| U.S. Bancorp Investments, Inc. | Minneapolis | MN | 10/2010 | 01/2022 |
| Lpl Financial Llc | Eden Prairie | MN | 01/2022 | Present |
| Old National Bank | Eden Prairie | MN | 01/2022 | Present |
1) 02/22/2022 - Old National Bank Corporation - Not Investment Related - At Reported Business Location(s) - Financial Institution Duty - Advisor - Start Date - 01/24/2022 - 1 Hours Per Month/ 1 Hours During Securities Trading. 2) 04/01/2025 - Old National Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2025 - 0 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-12 |
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