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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-05-16 |
Branch Locations
108 North Dodge Street, Bloomfield, IA 52537 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
108 North Dodge Street, Bloomfield, IA 52537 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Bloomfield | IA | 04/2015 | 05/2024 |
| Lpl Financial, Llc | Bloomfield | IA | 05/2024 | Present |
1) 05/10/2024-TNT Harris, LLC-Cattle and crops of corn, soybean and hay-Not Inv Related-At Moulton, IA-Start date 08/01/2014-35hrs/mth 2)04/16/2024-Farm Financial Strategies-Non-Variable Insurance, life and annuity-Inv Related-At Bloomfield, IA-Start date, 01/01/1998-40hrs/mth 3)04/16/2024-Travis and Tiffany Harris Trust-Real Estate Rental, Co-Owner-Inv Related-At Moulton, IA-Start date 08/01/2014-2hrs/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-07 |
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