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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Md Financial / Vestment Financial | Chanhassen | MN | 08/2021 | 10/2024 |
| Southwest Christian High School | Chaska | MN | 08/2013 | 05/2017 |
| Home Depot | Chaska | MN | 05/2017 | 08/2017 |
| Olivet Nazarene University | Bourbonnais | IL | 08/2017 | 05/2021 |
| Tradition Capital Bank | Edina | MN | 06/2020 | 08/2020 |
| Geoffrey Johns & Associates | Kankakee | IL | 02/2021 | 05/2021 |
| Unemployed | Victoria | MN | 06/2021 | 07/2021 |
| Waterrock Financial Llc | Chanhassen | MN | 11/2024 | Present |
| Lpl Financial | Chanhassen | MN | 01/2025 | Present |
1. 01/17/2025- WaterRock Financial LLC- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- Start Date 11/01/2024
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-28 |
| S65 | Uniform Investment Adviser Law Examination | 2021-12-06 |
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