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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-04-06 |
Branch Locations
116 1St Avenue North Suite E, Altoona, IA 50009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reserve National Insurance Company | Oklahoma City | OK | 03/2010 | Present |
| Luke Peterson Insurance | Altoona | IA | 03/2019 | Present |
| Brokers International Financial Services | Altoona | IA | 01/2022 | 09/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2024 | 04/2026 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2024 | 04/2026 |
| Lpl Enterprise Llc | Altoona | IA | 04/2026 | Present |
1. 3/27/2026 - LUCAS PETERSON N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - Pleasant Hill IA - OBA Start date: 02/23/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading 2. 3/27/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Pleasant Hill IA - OBA Start date: 02/23/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading 3. 3/27/2026 - Luke Peterson Insurance - Property and Casualty - INV REL - Altoona IA - OBA Start date: 01/01/2019 - 80 Hour(s)/Month - 70 Hour(s) During Trading 4. 3/27/2026 - Reserve National Insurance - Non-Variable Insurance - INV REL - Oklahoma City OK - OBA Start date: 03/15/2010 - 80 Hour(s)/Month - 80 Hour(s) During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-04 |
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