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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
2600 Eagan Woods Dr, Ste 440, Eagan, MN 55121 • 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 |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Eagan | MN | 08/1974 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Rosemount | MN | 08/1974 | 07/2021 |
| Irish Group, Inc | Bloomington | MN | 01/2015 | 07/2021 |
| Rhs Foundation | Rosemount | MN | 08/2016 | 07/2021 |
| Derek Iverson | Eagan | MN | 01/2021 | 07/2021 |
| Jessica Schulberg | Eagan | MN | 01/2021 | 07/2021 |
| Lpl Financial Llc | Eagan | MN | 07/2021 | Present |
1) 04/16/2021 - Business Entity For Tax/Investment Purposes Only / Bear Hollow LLC / Not Investment Related / 0Hrs/Mo / Rosemount, MN 55068
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-01-09 |
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