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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Resources Group | Clive | IA | 05/2025 | 11/2025 |
| Greenstate Credit Union | Clive | IA | 11/2025 | Present |
| Greenstate Credit Union | North Liberty | IA | 06/2024 | 05/2025 |
| University Of Iowa | Iowa City | IA | 08/2021 | 05/2025 |
| Keokuk County State Bank | Sigourney | IA | 06/2022 | 12/2023 |
| Pizza Ranch | Sigourney | IA | 11/2017 | 08/2021 |
| Sigourney Jr-Sr High School | Sigourney | IA | 12/2015 | 05/2021 |
| Lpl Financial | Clive | IA | 08/2024 | Present |
1)12/04/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name GREENSTATE WEALTH MANAGEMENT - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-18 |
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