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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-10-17 |
| IL | RA | APPROVED | 2025-10-15 |
| TX | RA | APPROVED_RES | 2025-09-26 |
Branch Locations
3535 Avenue Of The Cities, Moline, IL 61265 • United States
1521 Park Ave, Muscatine, IA 52761 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Davenport | IA | 08/2019 | 10/2022 |
| Gilbert Public Schools | Gilbert | AZ | 07/2013 | 05/2019 |
| Bank Of America, N.A. | Davenport | IA | 01/2020 | 10/2022 |
| Rbc Capital Markets, Llc | Davenport | IA | 10/2022 | 07/2025 |
| Cbi Bank & Trust | Moline | IL | 09/2025 | Present |
| Lpl Financial Llc | Moline | IL | 09/2025 | Present |
1)09/22/2025 - CBI Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)09/22/2025 - TEAM PEDERSEN, LLC - Real Estate Rental - Co-Owner - Inv Rel - Fountain Hills, AZ - Start: 03/2004 3)09/22/2025 - PEDERSEN HOLDINGS, LLCK - Real Estate Rental - Fountain Hills, AZ - Start: 11/21
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-16 |
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