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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-07 |
| IA | RA | APPROVED | 2023-03-21 |
Branch Locations
3406 F Ave Nw, Cedar Rapids, IA 52406 • United States
500 1St Ave Ne, Cedar Rapids, IA 52401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Cedar Rapids | IA | 08/2013 | 12/2022 |
| Wells Fargo Clearing Services, Llc | Cedar Rapids | IA | 11/2018 | 12/2022 |
| Cedar Rapids Bank & Trust | Cedar Rapids | IA | 12/2022 | Present |
| Lpl Financial Llc | Cedar Rapids | IA | 12/2022 | Present |
1) 12/2022 - CEDAR RAPIDS INVESTMENT CONSULTING / CEDAR RAPIDS INVESTMENT CONSULTING / Invest Related / Cedar RapidsIowa 2) 12/2022 - Joana karl - Notary / Notary / Invest Related / Cedar RapidsIowa
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-04 |
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