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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-11-11 |
Branch Locations
4524 Highway 61 N, White Bear Lake, MN 55110 • 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 |
|---|---|---|---|---|
| National Securities Corporation | Maple Grove | MN | 07/2007 | Present |
| Harbour Investments | Madison | WI | 11/2012 | 11/2021 |
| Harbour Investments | Madison | WI | 11/2012 | 11/2021 |
| Financial Consulting Services, Inc | Maple Grove | MN | 11/2012 | Present |
| Lpl Financial Llc | White Bear Lake | MN | 11/2021 | Present |
1)11/11/2021 - North Oaks Financial Services, Inc - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)11/11/2021 - FINANCIAL CONSULTING SERVICES, INC - DBA for LPL Business (entity for LPL business) - Inv Rel - Maple Grove, MN - Start: 1990 3) 02/04/2025 - North Oaks Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:01/31/2025 - 40 Hrs/Mth - 40 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1982-05-24 |
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