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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-12 |
| MN | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Eagan | MN | 12/2010 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Mendota Heights | MN | 03/2011 | 07/2021 |
| Mercy Vineyard Church | Minneapolis | MN | 03/2020 | 07/2021 |
| Brian Schaap Llc | Minneapolis | MN | 01/2016 | 07/2021 |
| Lpl Financial Llc | Eagan | MN | 07/2021 | Present |
1) 1/2016 - Business Entity For Tax/Investment Purposes Only - Brian Schaap, LLC - Investment Related - Eagan, MN 55122 2) 3/2018 - DBA for LPL Business (entity for LPL business) - Oak Leaf Financial Group - Investment Related - Eagan, MN 55122 3) 10/18/2022 - Crump Insurance - Investment Related - Non-Variable Insurance - Agent - Start Date: 10/18/2022.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-03 |
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