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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 08/2013 | 03/2018 |
| Eide Bailly/United Planners | Fargo | ND | 04/2018 | 09/2020 |
| United Planners Financial Services Of America | Scottsdale | AZ | 04/2017 | 09/2020 |
| Eide Bailly Financial Services | Fargo | ND | 04/2018 | 09/2020 |
| Eide Bailly Securities | Fargo | ND | 04/2018 | 09/2020 |
| Eide Bailly Financial Services | Fargo | ND | 04/2018 | 09/2020 |
| Eide Bailly Securities | Fargo | ND | 04/2018 | 09/2020 |
| Lpl Financial Llc | Fargo | ND | 12/2020 | Present |
| Bell Bank | Fargo | ND | 11/2020 | Present |
1) 12/10/2020- Investment products and services are offered through LPL Financial LLC using the DBA/trade name Bell Investments- Inv. Related- at reported business location(s)- Time Spent 100% 2) 12/11/2025 - Lake Ida Township Board - Non-Profit Board Member - Not Investment Related - Twin Valley, MN - Start Date 03/01/2026 -
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-12 |
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