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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 |
Branch Locations
1122 Grand Avenue, West Des Moines, IA 50265 • United States
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 |
|---|---|---|---|---|
| Insurance | West Des Moines | IA | 01/2012 | Present |
| Capital Financial Services, Inc | Minot | ND | 10/2014 | 12/2016 |
| Sagepoint Financial | Wes Des Moines | IA | 12/2016 | 08/2020 |
| Cadaret Grant & Co., Inc. | West Des Moines | IA | 08/2020 | 07/2025 |
| Lpl Financial Llc | West Des Moines | IA | 07/2025 | Present |
1.07/10/2025- McFall Financial- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 06/05/2020- 120 Hours Per Month- 120 Hours During Trading 2. 07/10/2025-McFall Financial-Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 06/05/2020- 120 Hours Per Month- 120 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-13 |
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