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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-30 |
| IA | RA | APPROVED | 2022-09-29 |
Branch Locations
5335 Merle Hay Road, Suite 4, Johnston, IA 50131 • 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 |
|---|---|---|---|---|
| Central Financial Group | W Des Moines | IA | 07/2012 | 09/2022 |
| Ameritas Investment Corp | Lincoln | NE | 07/2013 | 02/2017 |
| Sii | West Des Moines | IA | 02/2017 | 11/2018 |
| Royal Alliance Associates, Inc. | Johnston | IA | 11/2018 | 09/2022 |
| Lpl Financial Llc | Johnston | IA | 09/2022 | Present |
1) 09/26/2022 - TRJ Financial Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 09/2022 2) 09/26/2022 - Matthew P Wilcox Trust - Act in a Fiduciary Capacity - Co-trustee/ with spouse - Inv Rel - Norwalk, IA - Start: 08/2017
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-08 |
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