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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-02-12 |
Branch Locations
5720 W Chandler Blvd Ste 4, Chandler, AZ 85226-3360 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St Paul | MN | 08/2018 | 11/2018 |
| Minnesota Life Insurance Co | St Paul | MN | 08/2018 | 11/2018 |
| Cri Securities Inc | St Paul | MN | 08/2018 | 11/2018 |
| North Star Resource Group | St Paul | MN | 08/2018 | 11/2018 |
| Bowling Green State University | Bowling Green | OH | 08/2014 | 05/2018 |
| Finders Records | Bowling Green | OH | 08/2015 | 05/2018 |
| Financial Design Group | Toledo | OH | 06/2017 | 08/2017 |
| Financial Design Group | Toledo | OH | 02/2018 | 05/2018 |
| North Star Resource Group | Phoenix | AZ | 06/2018 | 08/2018 |
| Lpl Financial, Llc | Chandler | AZ | 11/2018 | Present |
1. 11/12/2018 - WEALTHNEST PLANNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED / 0%/ CHANDLER, AZ 2. 11/18/2024 - Wealthnest Tax Services - Tax Prep/Accounting/CPA - Tax Preparer - Investment Related - At Reported Business Location(s) - Start Date 02/03/2020 - 10 Hours Per Month/ 2 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-07 |
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