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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-15 |
| ND | RA | APPROVED | 2025-10-10 |
Branch Locations
1655 43 St South Suite 102, Fargo, ND 58103 • United States
Sun Lakes,, AZ • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Fargo | ND | 03/2008 | 10/2025 |
| Raymond James Financial Services Advisors, Inc | Fargo | ND | 01/2009 | 08/2024 |
| The Private Wealth Group | Fargo | ND | 01/2013 | Present |
| Exp Realty | Oxbow | ND | 05/2022 | Present |
| Lplfinancial Llc | Fargo | ND | 10/2025 | Present |
1.09/2025 - Private Wealth Group Ltd - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 8 Hour(s)/Month - 2 Hour(s) During Trading - Fargo, ND 58103 - OBA Start Date: 03/01/2005 2. 09/2025 - Time Share Real Estate Rental - Real Estate Rental - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Fargo, ND 58103 - OBA Start Date: 06/01/2002 3. 09/2025 - Exp Realty - Mortgage/Real Estate Services - Investment Related - 5 Hour(s)/Month - 1-2 Hour(s) During Trading - Fargo, ND 58103 - OBA Start Date: 03/01/2024 4. 09/2025 - Chris and Michelle Feland - Real Estate Rental - Investment Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - Fargo, ND 58103 - OBA Start Date: 03/15/2023 5.09/2025 - East Valley Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - At Reported Business Location (s) - OBA Start Date: 09/30/2025 6. 09/2025 - Self - Non-Variable Insurance Trails Only - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Fargo, ND 58103 - OBA Start Date: 01/01/1995
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-28 |
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