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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-17 |
| IA | RA | APPROVED | 2022-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pro-Am Golf | Columbia | MO | 04/2011 | 12/2016 |
| The Golf Vault | Columbia | MO | 04/2017 | 03/2018 |
| Troon Golf | Columbia | MO | 03/2018 | 10/2019 |
| Acorn Financial Group | Cedar Rapids | IA | 01/2013 | Present |
| Selk Insurance Advisors | Cedar Rapids | IA | 08/2020 | Present |
| Lpl Financial, Llc | Cedar Rapids | IA | 11/2021 | Present |
1. 11/08/2003 - ACORN FINANCIAL GROUP/ TAX PREP/ACCOUNTING/CPA/ INVESTMENT RELATED/ 0%/ FRANKLIN, MO 2. 11/29/2021 - PREMIER INVESTMENTS OF IOWA INC./ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ FRANKLIN, MO 3. 05/20/2022 - Selk Insurance Advisors - Investment Related - At Reported Business Location(s) - Insurance Agency - Owner - Start Date - 05/09/2022 - 15 Hours Per Month/ 5 Hours During Securities Trading. 4. 06/24/2022 - Selk Dawson Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 02/07/2022 - 100 Hours Per Month/ 100 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-07 |
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