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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-17 |
| MN | RA | APPROVED | 2022-04-05 |
Branch Locations
130 W Superior St, Ste 750, Duluth, MN 55802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northland College | Ashland | WI | 09/2014 | 05/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2018 | 10/2021 |
| Northwestern Mutual Investment Services Llc | Duluth | MN | 05/2018 | 10/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2020 | 10/2021 |
| Lpl Financial Llc | Duluth | MN | 10/2021 | Present |
1- 10/23/2024 - Viridian Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/07/2024 - 160 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-08 |
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