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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-28 |
| IA | RA | APPROVED | 2020-10-02 |
Branch Locations
727 Oakbrook Drive, Marion, IA 52302 • United States
930 Tower Park Drive, Waterloo, IA 50701 • United States
2340 Edgewood Road Sw, Cedar Rapids, IA 52404 • United States
3409 Cedar Heights Drive, Cedar Falls, IA 50613 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2018 | 10/2019 |
| Two Timbers Church Of Christ | Oskaloosa | IA | 09/2014 | 09/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2019 | 09/2020 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2019 | 09/2020 |
| Lpl Financial, Llc | Iowa City | IA | 09/2020 | Present |
| Greenstate Credit Union | Iowa City | IA | 10/2019 | Present |
1)9/30/2020- GreenState Wealth Management- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)-100% 2)9/30/2020- TWO TIMBERS CHURCH OF CHRIST- pastor- Non-inv. Related- Oskaloosa, IA- start date 1/1/2015- 10hrs/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-12 |
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