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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-21 |
| IA | RA | APPROVED | 2021-07-21 |
| NE | RA | APPROVED | 2021-07-21 |
| SC | RA | APPROVED | 2021-07-21 |
Branch Locations
1551 Sw Prairie Trail Pkwy, Ankeny, IA 50023 • 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 |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Urbandale | IA | 05/2001 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Ankey | IA | 08/2001 | 07/2021 |
| Capital City Baptist Church | Des Moines | IA | 03/2011 | 03/2017 |
| Heartland Youth Choir | Windsor Heights | IA | 09/2014 | 06/2017 |
| Lpl Financial Llc | Urbandale | IA | 07/2021 | Present |
1. 10/16/2023 - Peterson Funeral Services, Inc. - Outside/W-2 Employment - Not Investment Related - Central and NE Iowa - Start Date 10/05/2023 - 4 Hours Per Month/ 0 During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-24 |
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