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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-05-01 |
Branch Locations
7925 Stone Creek Dr Ste 110, Chanhassen, MN 55317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Granite Logistics | Minneapolis | MN | 11/2019 | 01/2024 |
| Enterprise Holdings/Enterprise Rent A Car | Eagan | MN | 11/2016 | 11/2019 |
| Environmental Associates Inc. | Willmar | MN | 08/2015 | 10/2016 |
| Wealth Guidance, Inc. | Chanhassen | MN | 11/2023 | Present |
| Lpl Financial Llc | Chanhassen | MN | 05/2025 | Present |
| Grove Point Investments, Llc | Rockville | MD | 11/2023 | 05/2025 |
| Grove Point Advisors, Llc | Rockville | MD | 06/2024 | 05/2025 |
1.05/01/2025 - Wealth Guidance Inc -Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:11/01/2023 - 160 Hrs/Mth - 160 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-24 |
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