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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-11-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jd Kreps Financial Group | Willmar | MN | 11/2013 | 11/2022 |
| Sagepoint Financial | Willmar | MN | 04/2014 | 12/2022 |
| Raymond James Financial Services, Inc. | Willmar | MN | 12/2022 | 11/2025 |
| Raymond James Financial Services Advisors, Inc | Willmar | MN | 12/2022 | 11/2025 |
| Lpl Financial Llc | Willmar | MN | 11/2025 | Present |
| Old National Bank | Willmar | MN | 11/2025 | Present |
1. "Investment products and services are offered through LPL Financial LLC using the DBA/trade name Old National Wealth Advisors - Investment Related - At Reported Business Location (s) - 09/2025 2. 09/2025 - Old National Bank Advisor Referral Programs - Financial Institution Duty - Investment Related - 160 Hrs/Mth - 08 Hrs During Trading - Willmar, MN 56201 - OBA Start date: 05/01/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-23 |
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