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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-07-30 |
| MN | RA | APPROVED | 2026-07-30 |
Branch Locations
2000 Heritage Way, Waverly, IA 50677 • United States
Minneapolis, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allianz Life Insurance Company Of North America | Minneapolis | MN | 03/2006 | 01/2018 |
| Allianz Life Financial Services, Llc. | Minneapolis | MN | 03/2006 | 01/2018 |
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 02/2019 | 09/2019 |
| Sap Concur | Minneapolis | MN | 04/2018 | 02/2019 |
| Unemployed | Minneapolis | MN | 01/2018 | 03/2018 |
| Gwg Life | Minneapolis | MN | 03/2018 | 03/2018 |
| Vanco | Bloomington | MN | 09/2019 | 03/2020 |
| C2P Enterprises | Wayzata | MN | 04/2020 | 04/2021 |
| Advisor Group | Oakdale | MN | 04/2021 | 01/2024 |
| Osaic Wealth, Inc. | Oakdale | MN | 01/2024 | 07/2026 |
| Lpl Financial, Llc | Waverly | IA | 07/2026 | Present |
| Trustage Cu | Waverly | IA | 07/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name TruStage Wealth Management Consulting Services - Inv Rel - At Reported Business Location (s) - Start Date : 07/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-26 |
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