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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-10-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peoples Trust Savings Bank | Jefferson | IA | 06/2020 | 01/2024 |
| Bank Of The West | Boone | IA | 08/2018 | 06/2020 |
| Macdonald Insurance | Jefferson | IA | 04/2017 | 08/2018 |
| Dupont-Pioneer | Johnston | IA | 10/2007 | 03/2017 |
| Lpl Financial | Jefferson | IA | 03/2021 | 01/2024 |
| Lpl Financial Llc | San Diego | CA | 01/2024 | Present |
1) 01/05/2024- Central Christian Church - Church/Pastor -Non Inv. Related - Jefferson, IA 50129 - 0-2hrs/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-30 |
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