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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-28 |
| MN | RA | APPROVED | 2023-12-08 |
Branch Locations
5201 Eden Ave Ste 300, Edina, MN 55436 • United States
Lake Shore, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Minneapolis | MN | 09/2012 | 12/2022 |
| Woodbury Financial Services Inc | Oakdale | MN | 10/2022 | 12/2023 |
| Lpl Financial Llc | Brainerd | MN | 12/2023 | Present |
1- 01/05/2024 - Pinnacle Trail Wealth Management - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 1/3/2024 - 160 hrs/Mo; 7 Hrs During Trading. 2- 10/15/2024 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 09/01/2024 - 50 Hours Per Month/ 30 Hours During Trading 3- 10/15/2024 - Pinnacle Trail WM - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 08/20/2024 - 200 Hours Per Month/ 8 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-15 |
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