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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED | 2025-07-10 |
Branch Locations
1100 6Th Street Suite A2, Coralville, IA 52241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Coralville | IA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Coralville | IA | 11/2016 | 10/2023 |
| Next Financial Group, Inc. | Houston | TX | 10/2023 | 07/2025 |
| Lpl Financial Llc | Coralville | IA | 07/2025 | Present |
1- 07/2025 - CORY D YEARIAN - Notary - Investment Related - At Reported Business Location(s) - Start Date 01/17/2024 - 2 hours per month/ during trading 2- 07/2025 - SIERRA RIDGE ADVISOR GROUP - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/23/2023 - 10 hours per month/ during trading 3- 07/2025 - INFINITE OASIS WEALTH ADVISORS, INC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 160 hours per month/ during trading 4- 07/2025 - LIONS CLUB, WILLIAMSBURG IA - Non-Profit Board Member - vp - Not Investment Related - Williamsburg, IA - Start Date 01/01/2012 - 5 hours per month/ 0 hours during trading 5- 07/2025 - JORDYN J YEARIAN - Act in a Fiduciary Capacity - Not Investment Related - Home Based - Start Date 08/02/2021 - 2 hours per month/ 2 hours during trading 6-03/13/2026-INFINITE OASIS WEALTH ADVISORS, INC-TAX PREPARER-Tax Prep/Accounting/CPA-Inv related-At CORALVILLE, IA-Start date 03/12/2026-20hrs/mth-4hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-13 |
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