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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-11-24 |
| TX | RA | APPROVED | 2024-10-23 |
| IA | RA | APPROVED | 2024-04-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2022 | 04/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2019 | 04/2024 |
| The Sanctuary Spa | Cedar Rapids | IA | 08/2018 | 05/2019 |
| The Weather Vane | Cedar Rapids | IA | 05/2018 | 08/2018 |
| Julie Golding | Cedar Rapids | IA | 05/2017 | 05/2018 |
| Hiawatha Day School | Hiawatha | IA | 05/2016 | 05/2017 |
| Alburnett Community School District | Alburnett | IA | 08/2012 | 05/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2024 | 04/2024 |
| Lpl Financial Llc | Cedar Rapids | IA | 04/2024 | Present |
1- 03/2024 / Allikan Cook / Notary / Investment Related / start date 03/25/2022 2- 03/2024 / Edge Investment Solutions / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mnth / 8 hrs during trading / start date 05/01/2019
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-30 |
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