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1200 Valley West Drive Suite 707, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-03-11 |
| IA | RA | APPROVED | 2019-07-02 |
Branch Locations
1200 Valley West Drive Suite 707, West Des Moines, IA 50266 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2017-07-19 |
| IA | RA | APPROVED | 2012-09-05 |
Branch Locations
1200 Valley West Dr, Suite 707, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | West Des Moines | IA | 08/2012 | Present |
| Retireright, Llc | West Des Moines | IA | 07/2019 | Present |
1. 04/03/2014 - PROVIDENT INVESTMENT CONSULTANTS LLC - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 2. 3/24/2017 - Retire Right - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/15/2017 - 150 Hours Per Month During Securities Trading. 3. 04/11/2019 - RetireRight Consulting Group - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:04/09/2019 - 40 hrs/mo - 40 hrs during trading. 4. 07/11/2019 - Retireright, LLC - IAR - Investment related - At reported business location(s) - Registered Investment Advisor Hybrid - start date:07/08/2019 - 40 hrs/mo During Trading- I provide investment advisory services through Retireright, LLC., an independent investment advisor firm. I started this business activity in 7/2019. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 07/11/2019 - Retireright, LLC - DBA:(Hybrid) RetireRight Consulting Group - Investment related - At reported business location(s) - Registered Investment Advisor DBA - Start date:07/08/2019 - 40 hrs/mo - 40 hrs during trading. 6. 08/22/2025 - Advanced Tax Solutions - Tax Prep/Accounting/CPA - West Des Moines, IA - Inv rel - Started 11/01/2015 - 10 Hours Per Month/0 Hours During Securities Trading. 7. 01/23/2026 - RetireRight Insurance Agency - Non-Variable Insurance - Insurance Agent - Investment Related - At Reported Business Location(s) - Start Date 01/10/2020 - 20 hours per month/ 15 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-29 |
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