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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-02-02 |
Branch Locations
1540 High St Ste 101, Des Moines, IA 50309 • United States
Charles City, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glenbard School District 87 | Glen Ellyn | IL | 08/2008 | 06/2017 |
| Trinity Academy | Witchita | KS | 08/2017 | 08/2020 |
| Securities America, Inc | Mankato | MN | 04/2021 | 06/2024 |
| Unemployed | Mankato | MN | 08/2020 | 04/2021 |
| Osaic Wealth, Inc. | Owatonna | MN | 06/2024 | 11/2025 |
| United Planners | Scottsdale | AZ | 11/2025 | 01/2026 |
| Lpl Financial Llc | Des Moines | IA | 02/2026 | Present |
1. 01/2026 - KMF Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - 150 Hour(s)/Month - 40 Hour(s) During Trading - Le Sueur MN 56058 - OBA Start Date: 2/2/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-11 |
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