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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-11-13 |
| TX | RA | APPROVED_RES | 2023-11-13 |
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 |
|---|---|---|---|---|
| Broker Dealer Financial Services | West Des Moines | IA | 10/2013 | 10/2018 |
| Cambridge Investment Research, Inc. | Winterset | IA | 10/2018 | 11/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2018 | 11/2023 |
| Lpl Financial Llc | Winterset | IA | 11/2023 | Present |
1) 09/2023 - Heritage Financial Group, LLC / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 09/2023 - Non-Variable Insurance / Inv. Related / WINTERSET, IA / Start date 05/19/2008 - 2 Hrs per month 3) 09/2023 - Nielsen Family Farm / Farm / Not Investment Related / Winterset, IA / Start date 01/01/2004 4) 06/05/2026 - Heritage Property Group LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 06/01/2026 - 8 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-27 |
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