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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
3601 Minnesota Dr, Ste 925, Bloomington, MN 55435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rare Steak & Sushi | Minneapolis | MN | 07/2015 | 12/2016 |
| Bar La Grassa | Minneapolis | MN | 01/2017 | 10/2017 |
| Minneapolis Teachers | Minneapolis | MN | 09/2017 | 03/2018 |
| Mn Urban Debate League | Minneapolis | MN | 09/2017 | 01/2019 |
| Minneapolis Public Schools | Minneapolis | MN | 10/2017 | 03/2018 |
| The Bad Waustress Ne | Minneapolis | MN | 04/2018 | 08/2018 |
| Avencia | Minneapolis | MN | 09/2018 | 12/2018 |
| Medica | Minnetonka | MN | 09/2018 | 01/2019 |
| Tyr Financial Group | Bloomington | MN | 01/2019 | 07/2021 |
| Waddell & Reed, Inc | Bloomington | MN | 02/2019 | 07/2021 |
| Lori Tauring | Bloomington | MN | 02/2019 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Minneapolis | MN | 08/2019 | 07/2021 |
| The Bad Waitress Ne | Minneapolis | MN | 04/2018 | 08/2018 |
| Bad Waitress Ne | Minneapolis | MN | 04/2018 | 08/2018 |
| Blue Heron Professional Group, Llc | Hopkins | MN | 01/2019 | 07/2021 |
| Lpl Financial Llc | Bloomington | MN | 07/2021 | Present |
1. 08/17/2021 - Minnesota Urban Debate League - Not Investment Related - 2211 Riverside Avenue, CB 26, Minneapolis , MN, , 55455 - Outside/W-2 Employment - Start Date - 9/1/2017 - 4 Hours Per Month 2. 08/17/2021 - Blue Heron Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 1/15/2019 3. 12/27/2022 - Blue Heron Tax Services, LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Start Date - 12/08/2022 - 0 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-29 |
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