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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2019-07-10 |
| TX | RA | APPROVED_RES | 2018-08-15 |
| MN | RA | APPROVED | 2017-11-29 |
Branch Locations
307 Dakota St, Red Wing, MN 55066 • United States
7900 International Dr Ste1035, Bloomington, MN 55425 • United States
2217 Vine St Suite 205, Hudson, WI 54016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Discovery Financial Centers | Red Wing | MN | 12/2013 | Present |
| National Planning Corporation | Red Wing | MN | 01/2014 | 11/2017 |
| Lpl Financial Llc | Red Wing | MN | 11/2017 | Present |
1. 11/29/2017 - Discovery Financial Centers Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Independent Insurance Producer(Life, Accident & Health) - 4 hours per month during securities trading. 2. 1/19/2018 - Discovery Financial - DBA: DISCOVERY FINANCIAL CENTERS INC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 150 Hours Per Month/100 Hours During Securities Trading - Started 01/01/2018. 3. 1/24/2020 - Discovery Financial Centers, Inc. - Not Investment Related - Hudson High School, 1501 Vine St, Hudson, WI 54016 - Other-Teaching - Started 02/28/2020 - 20 Hours Per Month/5 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-30 |
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