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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2020-05-08 |
Branch Locations
1060 Dakota Drive, Ste 204, St. Paul, MN 55120-5505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ernst & Young Llp | Minneapolis | MN | 07/2012 | 01/2018 |
| Lpl Financial Llc | St. Paul | MN | 01/2018 | Present |
1) 03/22/2018 - MidAmerica Wealth Management, Inc - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 03/2018 - 160 hr/mth 2) 5/22/2018 - Breezy Meadows - Investment Related - Hudson, WI - Tax Prep/Accounting/CPA - Start Date:02/01/2018 - 20 Hour(s) Per Month/5 Hour(s) During Trading - Tax Prep/Accounting/CPA - Breezy Meadows. 3). 03/25/2019 - MidAmerica Financial - Investment related - 901 Enloe St, Hudson WI - Tax Prep/Accounting/CPA - start date:02/18/2019 - 15 hrs/mo - 4 hrs during trading. 4) 2/27/2020 - Dakota Tax Services - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Accountant/Tax Preparer - Started 02/01/2020 - 10 Hours Per Month/1 Hour During Securities Trading. 5) 1/5/2021 - Bridge & Branch Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2021 - 160 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-04-30 |
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