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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2015-08-31 |
Branch Locations
411 Clay Street (Br #1), Cedar Falls, IA 50613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Cedar Falls | IA | 08/2015 | Present |
1. 8/25/2015: Jacobson Financial Services, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/17/2015 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 100%. 2. 09/28/2022 - Jacobson & Co - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 9/26/2022 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 100%. 3. 10/18/2022 - Jacobson Tax Solutions, LLC - Not Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Owner - Start Date: 10/10/2022 - 12 Hours Per Month/1 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-14 |
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