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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-11-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chanhassen High School | Chanhassen | MN | 09/2014 | 06/2018 |
| Dunn Brothers Coffee | Chaska | MN | 02/2017 | 01/2019 |
| Depaul University | Chicago | IL | 09/2018 | 11/2021 |
| Evereve | Chicago | IL | 11/2018 | 01/2020 |
| Youth Marketing Company | Chicago | IL | 03/2021 | 12/2021 |
| Old National Bank | Chaska | MN | 06/2021 | 08/2021 |
| Unemployed | Carver | MN | 12/2021 | 06/2022 |
| Old National Bank | Chaska | MN | 06/2022 | Present |
| Lpl Financial Llc | Chaska | MN | 08/2022 | Present |
1) 12/9/2022 - Old National Bank - Not Investment Related - At Reported Business Location(s) - Financial Institution Duty - Associate Wealth Advisor - Start Date - 06/17/2022 - 160 Hours Per Month/160 Hours During Securities Trading 2) 04/02/2025 - Old National Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2025 - 0 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-03 |
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