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

Branch Locations

9818 Nicollet Ave S, Bloomington, MN 55420 • United States

Saint Anthony, MN • 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 Bloomington MN 08/2013 07/2021
Various Insurance Carriers For W & R Insurance Agencies Saint Anthony MN 11/2013 07/2021
A Vision Partners Minneapolis MN 07/2010 11/2017
Gary Barkosky Group, Inc. Bloomington MN 02/2019 07/2021
Maureen Gray Bloomington MN 06/2019 07/2021
Gray Barkosky Real Estate, Llc Bloomington MN 05/2020 07/2021
Lpl Financial Llc Bloomington MN 07/2021 Present
  • 08/2013 → 07/2021
    Waddell & Reed Inc
    Bloomington, MN
  • 11/2013 → 07/2021
    Various Insurance Carriers For W & R Insurance Agencies
    Saint Anthony, MN
  • 07/2010 → 11/2017
    A Vision Partners
    Minneapolis, MN
  • 02/2019 → 07/2021
    Gary Barkosky Group, Inc.
    Bloomington, MN
  • 06/2019 → 07/2021
    Maureen Gray
    Bloomington, MN
  • 05/2020 → 07/2021
    Gray Barkosky Real Estate, Llc
    Bloomington, MN
  • 07/2021 → Present
    Bloomington, MN
Previous Registrations
  • 2013-12-04 → 2021-07-21
    Waddell & Reed
    Savage, MN
    St Paul, MN
    Bloomington, MN
Other Businesses

1) 2/4/2019- Gray Barkosky Group, Inc.- DBA for LPL Business (entity for LPL business)- inv. related- Bloomington, MN 2) 5/1/2020- Gray Barkosky Real Estate, LLC- Real Estate Rental- owner- inv. related- 100 East 105th St Circle, Bloomington, MN. 55420- 0hrs/mth

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-10-14
  • S66 Uniform Combined State Law Examination
    2013-10-14

View on SEC IAPD

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