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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-15 |
| IA | RA | APPROVED | 2014-03-07 |
Branch Locations
1114 N Dodge St Suite C, Iowa City, IA 52245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Iowa City | IA | 12/2010 | Present |
| Plan2Thrive Financial Services D/B/A True Wealth Stewardship | Coralville | IA | 01/2016 | 12/2021 |
| Truewealth Stewardship, Llc | Marion | IA | 08/2022 | Present |
1. 01/26/2016 - True Wealth Stewardship - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Financial Advisor, Producer - Start Date - 01/21/2015 - 20 Hours Per Month/20 Hours During Securities Trading. 2. 04/29/2026 - True Wealth Stewardship - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/15/2026 - 160 hours per month/ 100 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-25 |
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