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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-10 |
| MN | RA | APPROVED | 2023-12-20 |
Branch Locations
2130 E Lake St., Unit C, Minneapolis, MN 55407 • United States
8555 Eagle Point Blvd, Lake Elmo, MN 55042 • United States
1360 Duckwood Dr, Eagan, MN 55123 • United States
1920 Donegal Dr, Woodbury, MN 55125 • United States
1570 Concordia Ave., Ste 100, Saint Paul, MN 55104 • United States
1030 Hastings Ave, St Paul Park, MN 55071 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Feltl And Company | Minnetonka | MN | 04/2003 | 06/2018 |
| City Of Minneapolis-Minneapolis Park Board | Minneapolis | MN | 03/2019 | 06/2020 |
| Woodspring Suites | Mendota Heights | MN | 02/2019 | 04/2019 |
| Quality Inn And Suites | Eagan | MN | 09/2014 | 09/2017 |
| Unemployed | Eagan | MN | 06/2018 | 02/2019 |
| Lpl Financial Llc | Eagan | MN | 06/2020 | Present |
| Old National Bank | Eagan | MN | 06/2020 | Present |
1) 7/12/2021 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Public Notary - Start Date: 7/1/2021 - 1 Hours Per Month/1 Hours During Securities Trading. 2) 03/29/2022 - Francis A Gross Golf Course - Not Investment Related - 2201 St. Anthony Blvd, Minneapolis, MN 55418 - Outside/W-2 Employment - Start Date: 03/19/2022 - 30 Hours Per Month/0 Hours During Securities Trading 3) 04/01/2025 - Old National Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2025 - 0 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-18 |
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