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213 15Th Avenue Ne, Waseca, MN 56093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-04-05 |
| TX | RA | APPROVED | 2024-04-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waseca High School | Waseca | MN | 11/2015 | 03/2020 |
| Jnd Legal Administration | Seattle | WA | 08/2018 | 01/2022 |
| Iwealth | Waseca | MN | 01/2022 | Present |
| Lpl Financial, Llc | Waseca | MN | 01/2022 | Present |
| Iwealth Financial, Llc | Waseca | MN | 04/2024 | Present |
1- 01/2024 / iWealth Private Client Group / DBA for LPL Business / Investment Related / 4 hrs mnth / 1 hrs during trading 2- 01/2024 / Investment Center Advisor Group / DBA for LPL Business (entity for LPL business) / Investment Related 3- 01/2024 / Matthew potter Farm / Farm / Non Investment Related / 5 hrs mnth / start date 10/01/2015 4- 01/2024 / iWealth / DBA for LPL Business / Investment Related / 120 hrs mnth / 8 hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-24 |
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