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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-09 |
| MN | RA | APPROVED | 2015-08-24 |
Branch Locations
14665 Galaxie Ave Ste 100, Apple Valley, MN 55124 • United States
550 W Burnsville Pkwy Suite 100, Burnsville, MN 55337 • United States
324 Oak Street, Farmington, MN 55024 • United States
66 East Thompson Ave Ste. A, West St.PAul, MN 55118 • United States
16677 Duluth Ave Se, Prior Lake, MN 55372 • United States
14141 Glendale Rd, Savage, MN 55378 • United States
1407 Vierling Dr E, Shakopee, MN 55379 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Apple Valley | MN | 08/2015 | Present |
| Old National Bank (Formerly: Anchor Bank) | Apple Valley | MN | 08/2015 | Present |
1. 11/10/2023 - Old National Bank Corporation - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Started 10/05/2023 - 5 Hours Per Month/ During Securities Trading. 2. 03/31/2025 - Old National Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2025 - 0 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-09 |
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