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16400 Sheridan Avenue, Clive, IA 50325 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2015-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Clive | IA | 04/2015 | Present |
| Weis Advisory | Clive | IA | 04/2015 | Present |
(1) 04/30/2015 - SALE OF NON-VARIABLE INSURANCE/ FIXED INSURANCE SALES/ 5%/ CLIVE, IA (2) 04/30/2015 - WESISSENBURGER INVESTMENTS AND FINANCIAL PLANNING INCORPORATED - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 5/1/2015 - TIME SPENT 20% (3) 05/04/2015 - WEIS ADVISORS - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR HYBRID - WEIS ADVISORS - START 5/1/2015 - 10 HRS/MO DURING SECS TRDG HRS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-16 |
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