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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2018-02-14 |
Branch Locations
11670 Fountains Dr Ste 200 Office 228, Maple Grove, MN 55369 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coach Craig Jergenson | Coon Rapids | MN | 04/1994 | Present |
| Invest Financial Corp. | Tampa | FL | 03/2009 | 02/2018 |
| Lpl Financial Llc | Maple Grove | MN | 02/2018 | Present |
1. 02/14/2018 - LIFE BROKERAGE PRODUCERS GROUP - Investment Related - 10091 DOGWOOD ST NW, COON RAPIDS MN - Non-Variable Insurance - Start Date 1990's. 2. 02/14/2018 - LIFE BROKERAGE FIN GROUP - Investment Related - 2360 Boy Scouts Road, Clearwater Fl 33763 - Non-Variable Insurance - Start Date 03/01/10 - Fixed Ins Life, DI. 3. 09/30/2024 - COACH CRAIG FINANCIAL GROUP, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 11/02/2017 - 160 Hours Per Month/ 8 Hours During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-09-19 |
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