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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-08 |
| MN | RA | APPROVED | 2025-11-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Woodbury | MN | 03/2018 | 11/2025 |
| Bremer Bank | Woodbury | MN | 11/2011 | 11/2025 |
| Raymond James Financial Services Advisors, Inc. | Woodbury | MN | 11/2020 | 11/2025 |
| Bremer Investments | Woodbury | MN | 03/2018 | 11/2025 |
| Bremer Bank | Woodbury | MN | 03/2018 | 11/2025 |
| Old National Wealth Advisors | Woodbury | MN | 11/2025 | Present |
| Old National Bank | Woodbury | MN | 11/2025 | Present |
| Lpl Financial, Llc | Woodbury | MN | 11/2025 | Present |
1. 09/2025 - Old National Bank Employee Referral Program - Financial Institution Duty - Investment Related - 20 Hrs/Mth - 1 Hrs During Trading - Woodbury, MN 55129 - OBA Start Date: 11/07/2025 2. 09/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Old National Wealth Advisors - Investment Related - At Reported Business Location(s) - Start Date: 08/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-02 |
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