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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-01 |
| MN | RA | APPROVED | 2022-03-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Albert Lea | MN | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Albert Lea | MN | 11/2016 | 03/2022 |
| Lpl Financial Llc | Albert Lea | MN | 03/2022 | Present |
1) 3/2022- Cafourek Financial Services- non-variable insurance- Agent selling LTX, Life, Disability, Fixed annuity- inv. related- Albert Lea, MN - start date 3/2022 - 2hrs/mth 2) 04/01/2024 - Lakeside Wealth Managment - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/25/2024 - 50 Hours Per Month/ 40 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-20 |
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