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Levi John Befort

LPl Financial LLC

Rochester, MN

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2021-07-21
TX RA APPROVED_RES 2021-07-21
  • MN RA
    APPROVED
    Since 2021-07-21
  • TX RA
    APPROVED_RES
    Since 2021-07-21

Branch Locations

2774 Commerce Dr Nw Ste A, Rochester, MN 55901-2864 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed, Inc. Rochester MN 02/2006 07/2021
Various Insurance Carriers For W&R Insurance Agencies Pine Island MN 07/2006 07/2021
Farm Rent Byron MI 12/2014 02/2019
Millennial Properties Of Mn Llc Rochester MN 07/2016 07/2021
Yourhome Llc Rochester MN 03/2017 08/2019
Lb Llc Pine Island MN 02/2019 02/2019
Child Care Assistance Byron MN 10/2009 02/2019
Sf Llc Pine Island MN 02/2019 07/2021
Lpl Financial Llc Rochester MN 07/2021 Present
  • 02/2006 → 07/2021
    Waddell & Reed, Inc.
    Rochester, MN
  • 07/2006 → 07/2021
    Various Insurance Carriers For W&R Insurance Agencies
    Pine Island, MN
  • 12/2014 → 02/2019
    Farm Rent
    Byron, MI
  • 07/2016 → 07/2021
    Millennial Properties Of Mn Llc
    Rochester, MN
  • 03/2017 → 08/2019
    Yourhome Llc
    Rochester, MN
  • 02/2019 → 02/2019
    Lb Llc
    Pine Island, MN
  • 10/2009 → 02/2019
    Child Care Assistance
    Byron, MN
  • 02/2019 → 07/2021
    Sf Llc
    Pine Island, MN
  • 07/2021 → Present
    Rochester, MN
Previous Registrations
  • 2010-06-23 → 2021-07-21
    Waddell & Reed
    Rochester, MN
    Savage, MN
    Rochester, MN
Other Businesses

1 ) 05/08/2015 - Act in a Fiduciary Capacity / Investment Related / 0HR / MO / 9520 County 105 RD NW, Pine Island, MN 55963 2) 03/27/2019 - Act in a Fiduciary Capacity / Investment Related / 0HR / MO /9520 County 105 RD NW, Pine Island, MN 55963 3) 2019 - Prinvest Advisors / DBA for LPL Business (entity for LPL business) / Investment Related / 0HR / MO / 2774 Commerce Dr NW, Rochester, MN 55901 4) 07/07/2022 - Millennial Properties of MN LLC - Investment Related - Rochester, MN 55901 - Real Estate Rental - Co-owner - Start Date - 06/06/2016 - 1 Hours Per Month/ 0 Hours During Securities Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-10-08
S63 Uniform Securities Agent State Law Examination 2006-05-11
  • S65 Uniform Investment Adviser Law Examination
    2009-10-08
  • S63 Uniform Securities Agent State Law Examination
    2006-05-11
Other Names
  • Levi Befort

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