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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-13 |
| IA | RA | APPROVED | 2022-05-18 |
Branch Locations
235 Richmond Ave, Ottumwa, IA 52501 • United States
700 S Fremont St, Shenandoah, IA 51601 • United States
500 Main St, Pella, IA 50219 • United States
205 E Taylor St, Creston, IA 50801 • United States
2501 W Burlington Ave, Fairfield, IA 52556 • United States
1030 Sierra Dr Ne, Cedar Rapids, IA 52402 • United States
739 E Pennsylvania Ave, Ottumwa, IA 52501 • United States
999 N 18Th St, Centerville, IA 52544 • United States
303 S 2Nd Ave, Washington, IA 52353 • United States
1311 A Ave W, Oskaloosa, IA 52577 • United States
1800 E Washington St, Mt Plesant, IA 52641 • United States
301 E Franklin St, Bloomfield, IA 52537 • United States
1420 S Clinton St, Albia, IA 52531 • United States
714 W Mclane St, Osceola, IA 50213 • United States
1008 W Bell Ave Ste 103, Knoxville, IA 50138 • United States
300 S Jefferson Way, Indianola, IA 50125 • United States
200 Maple St, Atlantic, IA 50022 • United States
1934 Court Ave, Chariton, IA 50049 • United States
1414 Chatburn Ave, Harlan, IA 51537 • United States
205 West St, Grinnell, IA 50112 • United States
102 N Elm St, Avoca, IA 51521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2014 | 11/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2014 | 11/2018 |
| Cuna Mutual Group | Waverly | IA | 02/2019 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 02/2019 | Present |
| Unemployed | Fairfield | IA | 11/2018 | 02/2019 |
| Lpl Financial Llc | Ottumwa | IA | 05/2022 | Present |
1. 05-18-2022-C1st Investment Services- Investment Related-Business Location(s)- DBA for LPL Business (entity for LPL business)-
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-01 |
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