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Account
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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-01-30 |
Branch Locations
11272 86Th Ave N., Suite B, Maple Grove, MN 55369 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
11272 86Th Ave N., Suite B, Maple Grove, MN 55369 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifetime Fitness | Plymouth | MN | 06/2016 | 06/2018 |
| Groundfx Lawn And Landscape | Hugo | MN | 06/2019 | 09/2020 |
| Totino-Grace Highschool | Fridley | MN | 09/2014 | 06/2018 |
| University Of St. Thomas | St. Paul | MN | 08/2018 | 05/2022 |
| Lifetime Fitness | St. Paul | MN | 09/2021 | 03/2022 |
| Amazon | Brooklyn Park | MN | 06/2021 | 09/2021 |
| Proprietors Capital Holdings | Minneapolis | MN | 10/2020 | 01/2021 |
| Osaic Wealth, Inc. Fka Royal Alliance Associates, Inc. | Maple Grove | MN | 06/2022 | 01/2024 |
| Parnassus Preparatory School | Maple Grove | MN | 09/2010 | 06/2018 |
| Financial Dimensions Group, Inc. | Maple Grove | MN | 07/2022 | 01/2024 |
| Lpl Financial | San Diego | CA | 01/2024 | Present |
1) 01/2024 - JEFFREY L. SCHULER / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 2) 01/2024 - SCHULER FINANCIAL ADVISOR GROUP / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-24 |
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