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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
1450 Sw Vintage Pkwy Suite 225, Ankeny, IA 50023 • United States
10000 W Innovation Drive Suite 190, Wauwatosa, WI 53226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Ankeny | IA | 03/2019 | 11/2024 |
| Aspen Financial Services | West Des Moines | IA | 05/2018 | 08/2018 |
| Marcos Pizza | Colorado Springs | CO | 04/2015 | 08/2017 |
| Unemployed | Iowa City | IA | 08/2017 | 05/2018 |
| Unemployed | Ankeny | IA | 08/2018 | 02/2019 |
| Prudential Insurance Company Of America | Ankeny | IA | 08/2019 | Present |
| Lpl Enterprise, Llc | Ankeny | IA | 11/2024 | Present |
1) 09/04/2024- Iowa Financial Partners- DBA for LPL Business (entity for LPL business)- Financial Planner offering investment, insurance, and planning services. I am not an owner of the LLC. I am an associate. INV Related- At Ankeny, IA- Start date 08/19/2019- 170 HRS MTH- 130 HRS During trading 2) 03/05/2025- Iowa Financial Partners Insurance & Financial Svcs, LLC - DBA for LPL Business (entity for LPL business)- inv. related- at reported business location(s)- start date 08/19/2019- 170hrs/mnth-130hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-06 |
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