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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-06 |
| MN | RA | APPROVED | 2017-11-29 |
Branch Locations
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 |
|---|---|---|---|---|
| Banklife Associates Inc | Minneapolis | MN | 01/1985 | Present |
| Discovery Financial Centers, Inc | Lakeville | MN | 01/2000 | 07/2019 |
| National Planning Corporation | Lakeville | MN | 05/2012 | 11/2017 |
| Lpl Financial Llc | Lakeville | MN | 11/2017 | Present |
1. 11/29/2017 - STEVEN LORENZ - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - AGENT (LIFE INSURANCE, HEALTHINSURANCE AND ANNUITY SALES AND SERVICES - start date 5/01/1981 - 2 hours per month. 2. 11/29/2017 - Banklife Associates, Inc - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - start date 5/30/2006 - 160 hours per month during securities trading. 3. 11/29/2017 - LAKEVILLE AREA CHAMBER FOUNDATION - Not Investment Related - 19950 DODD BLVD, #101, LAKEVILLE, MN 55044 - Non-Profit Board Member - Treasurer 4. 08/21/2023 - Ash Brokerage - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 08/07/2023 - 2 Hours Per Month/ 2 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1985-09-06 |
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