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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-04-30 |
| IA | RA | APPROVED | 1999-01-01 |
Branch Locations
500 E. Leclaire Road, Eldridge, IA 52748 • United States
400 1St Ave W, Cascade, IA 52033 • United States
1211 Edgewood Road Sw, Cedar Rapids, IA 52404 • United States
1291 Eagle Ridge Rd 1St Central State Bank, Le Claire, IA 52753-9806 • United States
914 Sixth Avenue, Dewitt, IA 52742 • United States
2600 Lincoln Way, Clinton, IA 52732-7204 • 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 | Dewitt | IA | 03/1992 | Present |
| 1St Central State Bank | Dewitt | IA | 04/1996 | Present |
| Dewitt Community Hospital Major Donor Ca | Dewitt | IA | 11/1996 | Present |
| Dewitt Noon Lions | Dewitt | IA | 11/1996 | Present |
| Retirement Planning Services | Dewitt | IA | 07/1998 | Present |
1. 10/1/2010: OTHER-BANK - FIRST CENTRAL STATE BANK - EMPLOYED BY FIRST CENTRAL STATE BANK, WITH THE SOLE RESPONSIBILITY OF RUNNING THEIR INVESTMENT PROGRAM WHICH IS AN LPL FINANCIAL FIS PROGRAM. TIME ALLOTMENT IS DESCRIBED AS TIME WORKING IN LPL CAPACITY - TIME SPENT 90% - DEWITT, IA. 2. 1/7/2011: NON-VARIABLE INSURANCE - UNITED HEALTH/PIPAC/UNITED LIFE/IA BANKERS INSURANCE - OFFER HEALTH INSURANCE AND FIXED ANNUITIES. - 3% OF TIME SPENT - DEWITT, IA. 3. 12/31/2012: DBA ONLY - VOSLER INVESTMENT GROUP - DEWITT, IA.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-02-06 |
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