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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-01-06 |
Branch Locations
5270 W 84Th St Suite 310, Bloomington, MN 55437 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
5270 W 84Th St Suite 310, Bloomington, MN 55437 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Noodles And Company | Mankato | MN | 01/2016 | 05/2019 |
| Robert Half | Edina | MN | 01/2020 | 02/2021 |
| Talentbridge | Minneapolis | MN | 07/2021 | 06/2022 |
| Capital Advisory Group/United Planners | Bloomington | MN | 03/2023 | 04/2024 |
| Aihui | Yiyang | 01/2020 | 01/2023 | |
| Unemployed | Saint Paul | MN | 05/2019 | 01/2020 |
| Kruser Construction | St. Paul | MN | 05/2017 | 10/2017 |
| United Planners Financial Services | Scottsdale | AZ | 01/2024 | 01/2026 |
| The Capital Advisory Group Advisory Services, Llc | Bloomington | MN | 04/2024 | 01/2026 |
| Lpl Financial Llc | Bloomington | MN | 01/2026 | Present |
1) 2026-01-06 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - The Capital Advisory Group LLC - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2025-11-05 - 1hrs/mth - 1hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-27 |
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