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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-04-09 |
| MN | RA | APPROVED | 2014-01-21 |
Branch Locations
14800 Galaxie Ave Ste 106, Apple Valley, MN 55124 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Apple Valley | MN | 09/2009 | Present |
(1) 09/16/2010: FINANCIAL SOLUTIONS WEALTH MANAGEMENT - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - 3% OF TIME SPENT - INS TYPES: LIFE, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES (2) 09/21/2010: NO BUSINESS NAME - INV REL - 511 E. ADAMS ST, WISCONSIN DELLS, WI 53965 - REAL ESTATE RENTAL - NO TIME SPENT - RENTAL PROPERTY OWNERSHIP (3) 09/21/2010: FINANCIAL SOLUTIONS WEALTH MANAGEMENT - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) (4) 09/21/2010: NO BUSINESS NAME - NOT INV REL - DIRECT SALES - NO TIME SPENT - BUY NUTRITION PRODUCTS FROM AIM & THEY PAY US A COMMISSION ON THE SALES (5) 09/21/2010: NO BUSINESS NAME - INV REL - 9035 COLBY DR, FT MEYERS, FL 33919 - REAL ESTATE RENTAL - NO TIME SPENT - RENTAL PROPERTY OWNER (6) 09/09/2013: NO BUSINESS NAME - INV REL - 4753 ESTERO BLVD #801 FT MYERS BEACH, FL 33931 - REAL ESTATE RENTAL - 1% OF TIME SPENT - RENTAL PROPERTY OWNER (7) 01/08/2024 - Burrell & Associates Wealth Management, Inc - Non-Investment Related - At reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started: 11/21/2023 - 80 Hrs/Mo; 3 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-06-10 |
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