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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-07-28 |
Branch Locations
652 Bielenberg Drive, Suite 201, Woodbury, MN 55125 • United States
920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Plymouth | MN | 07/2023 | 07/2025 |
| Mml Investors Services, Llc | Plymouth | MN | 07/2023 | 07/2025 |
| Jd Insurance Services, Inc | Eagan | MN | 11/2010 | 12/2024 |
| Lpl Financial Llc | Woodbury | MN | 07/2025 | Present |
1- 07/25/2025/ Boardwalk Financial, Inc / Business Entity For Tax/Investment Purposes Only / Investment Related / Eagan, MN / Start date: 07/15/2025 2- 07/25/2025 / Clear Wealth Planning Solutions / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) - Start Date:07/15/2025- 160 hrs mth / 3 hrs during trading 3) 10/03/2025 - WealthCare Health - Investment Related - Insurance Agency - At Reported Business Location(s) - Start Date:09/15/2025 - 8 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-21 |
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