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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2022-06-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| South Winneshiek High School | Calmar | IA | 01/2011 | 05/2018 |
| University Of Northern Iowa | Cedar Falls | IA | 08/2018 | 12/2021 |
| University Of Northern Iowa Facilities Management | Cedar Falls | IA | 10/2018 | 12/2021 |
| Pella Real Estate Services | Pella | IA | 05/2020 | 08/2021 |
| Fidelity Bank & Trust | Ossian | IA | 05/2019 | 03/2020 |
| Lincoln Savings Bank | Cedar Falls | IA | 01/2021 | 12/2021 |
| Decorah Bank & Trust | Decorah | IA | 12/2021 | Present |
| Lpl Financial Llc | Decorah | IA | 02/2022 | Present |
1)02/03/2022 - Wealth Management Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 03/31/2025 - Decorah Bank & Trust - Investment Related - Financial Institution Duty - At Reported Business Location(s) - 1 Hrs/Mth - 1 Hrs During Trading - Start Date: 11/15/2021
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-03 |
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