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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2024-04-09 |
| TX | RA | APPROVED | 2024-03-27 |
Branch Locations
3500 S 1St Ave Circle Ste 101, Sioux Falls, SD 57105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments, Inc | Sioux Falls | SD | 11/2000 | 11/2017 |
| Kms Financial Services, Inc. | Seattle | WA | 10/2017 | 11/2020 |
| Securities America, Inc. | Sioux Falls | SD | 11/2020 | 03/2024 |
| Securities America Advisors, Inc. | Sioux Falls | SD | 11/2020 | 03/2024 |
| Lpl Financial Llc | Sioux Falls | SD | 03/2024 | Present |
1) 02/2024 - HMK Financial Services / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 02/2024 - Mercury Wealth Partners / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 3) 02/2024 - David Monkelien / Non-Variable Insurance / Inv. Related / Sioux Falls, SD / Start date 01/01/2000 4) 02/2024 - DAVID MONKELIEN LTD / Business Entity For Tax/Investment Purposes Only / Not Inv. Related / Sioux Falls, SD / Start date 01/01/2000 - 100 % Time Spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-16 |
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