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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-04-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual | Mendota Heights | MN | 01/2018 | 08/2018 |
| Thrivent Financial | St. Louis Park | MN | 05/2019 | 02/2020 |
| Wells Fargo Bank | Salt Lake City | UT | 02/2021 | 08/2022 |
| Wells Fargo Clearing Services | Salt Lake City | UT | 02/2021 | 08/2022 |
| Millstone Wealth Management | St. Louis Park | MN | 02/2020 | 09/2020 |
| Unemployed | Eagan | MN | 08/2016 | 06/2017 |
| Somerset Country Club | Mendota Heights | MN | 06/2017 | 08/2017 |
| Unemployed | Eagan | MN | 08/2017 | 01/2018 |
| Unemployed | Eagan | MN | 08/2018 | 05/2019 |
| Unemployed | Eagan | MN | 09/2020 | 02/2021 |
| Highroad Logistics | Eagan | MN | 09/2022 | 01/2023 |
| Lpl Financial Llc | Eagan | MN | 03/2023 | Present |
1- 03/2023 / Oak Leaf Financial Group / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / EAGAN, MN
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-13 |
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