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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-02-10 |
Branch Locations
7951 Elm Creek Blvd N, Maple Grove, MN 55369 • United States
7951 Elm Creek Blvd N, Maple Grove, MN 55369 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Home Mortage | Minneapolis | MN | 09/2016 | 05/2017 |
| Wells Fargo Home Mortage | Charlotte | NC | 05/2017 | 08/2017 |
| Allianz Life Insurance Company Of North America | Minneapolis | MN | 09/2017 | 08/2021 |
| Allianz Life Financial Services, Llc | Minneapolis | MN | 09/2017 | 08/2021 |
| Allianz Life Insurance Company Of North America | Minneapolis | MN | 11/2023 | 09/2024 |
| Allianz Life Financial Services, Llc | Minneapolis | MN | 11/2023 | 09/2024 |
| Bremer Bank | St. Cloud | MN | 08/2021 | 01/2022 |
| Rematter | Austin | TX | 04/2022 | 11/2023 |
| Magnifi Financial Cu | Maple Grove | MN | 09/2024 | Present |
| Lpl Financial Llc | Maple Grove | MN | 09/2024 | Present |
1) 09/2024 - Magnifi Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-26 |
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