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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Decorah | IA | 10/2025 | Present |
| Decorah Bank & Trust | Decorah | IA | 10/2025 | Present |
| Freedombank | Elkader | IA | 11/2021 | 10/2025 |
| Vatterott College | Berkeley | MA | 06/2015 | 07/2017 |
| Unemployed | Mcgregor | IA | 07/2017 | 02/2018 |
| Prairie Industries | Prairie Du Chien | WI | 02/2018 | 07/2019 |
| Unemployed | Monona | IA | 07/2019 | 11/2019 |
| United States Postal Service | Monona | IA | 11/2019 | 02/2022 |
1. 11/05/2025 / Investment products and services are offered through LPL Financial LLC using the DBA/trade name WEALTH MANAGEMENT SERVICES / Inv Related / At Reported Business Location (s). 2. 11/05/2025 / Thompson Enterprises / Farm/Ranch / Not Inv Related / 60 Hours Per Month / Decorah IA/ 01/10/2023 3. 02/17/2026 - Wealth Management Services At Decorah Bank & Trust Co. - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/02/2026 - 80 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-02 |
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