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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-28 |
| MN | RA | APPROVED | 2021-07-21 |
Branch Locations
46 North Union St, Mora, MN 55051-1326 • United States
1822 Commerce Dr, North Mankato, MN 56003 • United States
3660 Sarah Pl Nw Ste 202, Rochester, MN 55901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Rochester | MN | 12/2013 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Rochester | MN | 06/2014 | 07/2021 |
| Abwa | Overland Park | KS | 08/2015 | 07/2021 |
| Sara Tilberg | Rochester | MN | 11/2017 | 07/2021 |
| Go Red For Women/American Heart Association | Rochester | MN | 05/2016 | 07/2018 |
| Abwa | Overland Park | KS | 08/2015 | 07/2021 |
| Lpl Financial Llc | North Mankato | MN | 07/2021 | Present |
1. 05/11/2022 - NAVAR Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 05/02/2022 - 200 Hours Per Month/ 160 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-07 |
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