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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2017-11-29 |
| TX | RA | APPROVED_RES | 2017-11-29 |
Branch Locations
7224 Forestview Ln N, Maple Grove, MN 55369 • United States
119 Second Ave Sw Ste #2, Pipestone, MN 56164 • United States
Blaine, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Maple Grove | MN | 11/2017 | Present |
| National Planning Corporation | Maple Grove | MN | 08/2005 | 11/2017 |
| Prg Financial | Elk River | MN | 03/2002 | Present |
1. 11/29/2017 - FORESTVIEW HOLDINGS, LLC - Not Investment Related - 7224 FORESTVIEW LANE N MAPLE GROVE MN 55369 - Real Estate Rental - Co-Owner - Start Date 3/25/2010 - 5 Hours Per Month. 2. 11/29/2017 - PRG Financial - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Owner - Start Date 08/1999. 3. 11/29/2017 - Preferred Resource Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4. 1/11/2018 - PRG - DBA: Preferred Resource Group, aka PRG - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/30/2017 - 0 Hours Per Month. 5. 12/3/2018 - Preferred Resource Group (PRG) - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 11/29/2017 - 4 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-06 |
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