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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-01 |
| IA | RA | APPROVED | 2025-11-25 |
| CA | RA | APPROVED | 2025-11-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H. Beck, Inc. | Bethesda | MD | 08/2015 | 10/2018 |
| Bettendorf Financial Group | Bettendorf | IA | 10/2018 | 01/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2019 | 10/2020 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2019 | 10/2020 |
| Modern Woodmen Of America | Rock Island | IL | 02/2021 | 11/2025 |
| Mwa Financial Services Inc | Rock Island | IL | 02/2021 | 11/2025 |
| Unemployed | Bettendorf | IA | 10/2020 | 02/2021 |
| Lpl Financial Llc | San Diego | CA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-02 |
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