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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-07-17 |
Branch Locations
8120 Penn Ave S Ste 444, Bloomington, MN 55431 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | West Saint Paul | MN | 01/2022 | 03/2023 |
| U.S. Bancorp Investments, Inc. | West Saint Paul | MN | 01/2023 | 03/2023 |
| Green Mill | Lakeville | MN | 05/2021 | 01/2022 |
| Unemployed Due To Covid-19 | Woodbury | MN | 03/2020 | 05/2021 |
| Tavern Grill | Woodbury | MN | 09/2016 | 03/2020 |
| Porter Creek | Burnsville | MN | 06/2014 | 09/2016 |
| Lpl Financial Llc | Bloomington | MN | 04/2023 | Present |
1) 05/08/2023 - MamaMakingThings / Business Owner / Not Investment Related / Cottage Grove, MN / - Start date 10/01/2018 - 1 Hrs per month 2) 06/05/2025 - Poolside Social Co - Not Investment Related - Real Estate Rental - Home Based - Start Date:05/31/2025 - 5Hrs/Mo; 0 Hrs During Trading. 3) 09/03/2025 - GREENEY WEALTH - Investment Related - DBA for LPL Business (entity for LPL business) - Home Based - Start Date:08/25/2025 - 40 Hrs/Mth - 40 Hrs During Trading. 4) 02/06/2026 - Collective Legacy & Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/03/2026 - 10 hours per month/ during trading 5) 02/13/2026 - GREENEY TAX LLC - Business Owner - TAX PREPARER - Investment Related - At Reported Business Location(s) - Start Date 02/03/2026 - 20 hours per month/ 5 hours during trading 6) 03/10/2026 - OBERFELD INVESTMENTS - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/01/2026 - 10 hours per month/ 5 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-16 |
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