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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-08-05 |
| TX | RA | APPROVED | 2026-08-04 |
Branch Locations
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 |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 01/2013 | 08/2026 |
| Financial Resource Advisors | Waterloo | IA | 12/2011 | Present |
| Scheel'S | Cedar Falls | IA | 09/2016 | 05/2017 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 08/2026 |
| Lpl Financial, Llc | Waterloo | IA | 08/2026 | Present |
1. 07/2026 - Financial Resource Advisors LLC - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 140 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 8/4/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-14 |
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