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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-02-07
MN RA APPROVED 2022-07-15
  • TX RA
    APPROVED
    Since 2023-02-07
  • MN RA
    APPROVED
    Since 2022-07-15

Branch Locations

601 Carlson Pkwy., Ste 1050, Minnetonka, MN 55305 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Powerobjects Minneapolis MN 10/2016 10/2017
Firstservice Residential Minneapolis MN 10/2017 04/2021
Lpl Financial Llc Plymouith MN 04/2021 Present
Unemployed / Lived Abroad Budapest 08/2014 09/2016
  • 10/2016 → 10/2017
    Powerobjects
    Minneapolis, MN
  • 10/2017 → 04/2021
    Firstservice Residential
    Minneapolis, MN
  • 04/2021 → Present
    Plymouith, MN
  • 08/2014 → 09/2016
    Unemployed / Lived Abroad
    Budapest
Other Businesses

1) 6/2021- Turnkey Financial Management LLC- DBA for LPL Business (entity for LPL business)- Inv. Related- Plymouth, MN- start date 6/2021 2) 6/2021- Other- Notary- inv-related- Plymouth, MN- start date 10/2017- 1hr/mth

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-14
  • S66 Uniform Combined State Law Examination
    2022-07-14

View on SEC IAPD

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