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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-08-09 |
| TX | RA | APPROVED_RES | 2024-08-05 |
Branch Locations
3601 Minnesota Dr Suite #690, Bloomington, MN 55435 • 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 |
|---|---|---|---|---|
| Foresters Financial | Edina | MN | 02/1985 | 06/2019 |
| Foresters Investors Advisory Services, Llc | Edina | MN | 11/2012 | 06/2019 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2019 | 08/2024 |
| Cetera Investment Advisers Llc | Edina | MN | 06/2019 | 08/2024 |
| Lpl Financial, Llc | Bloomington | MN | 08/2024 | Present |
1- 08/05/2024 / KINDRED SPIRITS WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 08/05/2024 / Real Estate Rental / Real Estate Rental / Investment Related / 1 hr mth / Ashland Ave / Start date: 01/02/2002 3- 08/05/2024 / Notary / Notary / Investment Related / St. Paul, MN / Start date: 01/01/2014 4- 02/26/2025 - VIP Insurance - Non-Variable Insurance - Wealth Advisor - Investment Related - At Reported Business Location(s) - Start Date 02/25/2025 - 5 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 1985-04-05 |
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