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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2021-09-15 |
Branch Locations
1601 E 69Th St Ste 204, Sioux Falls, SD 57108 • United States
4 disclosure categories 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 |
|---|---|---|---|---|
| Plains Commerce Bank | Sioux Falls | SD | 07/2015 | 05/2017 |
| Gradient Securities, Llc | Arden Hills | MN | 08/2015 | 09/2021 |
| Meyer Financial Services, Llc | Sioux Falls | SD | 10/2013 | Present |
| Meyer'S Bakery Co Dba Nothing Bundt Cakes | Sioux Falls | SD | 06/2018 | Present |
| Lpl Financial, Llc | Sioux Falls | SD | 09/2021 | Present |
1) 6/2021 - DBA for LPL Business (entity for LPL business) - Meyer Financial Services - Investment Related - 90% - Sioux Falls, SD 57108 2) 6/2018 - Other: Retail Bakery - Meyers Bakery Co DBA NOTHING BUNDT CAKES - Not Investment Related - 10% - Sioux Falls, SD 57108
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-25 |
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