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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APP_PEND_IARCE | 2026-01-01 |
| GA | RA | APPROVED | 2021-07-21 |
| IN | RA | APPROVED | 2021-07-21 |
| IA | RA | APPROVED | 2021-07-21 |
| KS | RA | APPROVED | 2021-07-21 |
| MO | RA | APPROVED | 2021-07-21 |
| NM | RA | APPROVED | 2021-07-21 |
| NC | RA | APPROVED | 2021-07-21 |
| OH | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
| VA | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
5135 Utica Ridge Rd Ste C, Davenport, IA 52807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers For W&R Insurance Agencies | Bettendorf | IA | 02/2011 | 07/2021 |
| Waddell & Reed Inc | Davenport | IA | 02/2011 | 07/2021 |
| Quad City Chamber Of Commerce | Davenport | IA | 10/2013 | 09/2016 |
| Don Wright Memorial Scholarship | Rock Island | IL | 10/2012 | Present |
| Rental Property | Rock Island | IL | 11/2016 | 09/2018 |
| Ascend Quad Cities | Davenport | IA | 06/2017 | 01/2019 |
| The Edwards Group Inc | Davenport | IA | 11/2017 | Present |
| M&E Resource Group | Davenport | IA | 11/2017 | Present |
| Business Networking International | Davenport | IA | 10/2012 | 09/2018 |
| Rock Island-Milan Education Foundation | Rock Island | IL | 05/2020 | Present |
| Lpl Financial, Llc | Davenport | IA | 07/2021 | Present |
1. 7/26/2021 - The Edwards Group Inc - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 1/2018. 2. 11/17/2021 - No Business Name - Not Investment Related - Location/Address: N/A - Other-Notary - Started 10/22/2021 - 0 Hours Per Month. 3. 07/03/2024 - Quad City Insurance Company - Insurance Agency - Investment Related - At Reported Business Location(s) - Start Date 07/01/2024 - 5 Hours Per Month/ 1 Hour During Trading 4. 07/03/2024 - Zach Edwards Wealth Management - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 07/01/2024 - 50 Hours Per Month/ 30 Hours During Trading 5. 07/23/2024 - Edwards Wealth Management & Financial Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/01/2024 - 55 Hours Per Month/ 30 Hours During Trading 6. 10/16/2025- QC SportsCards- Other - QC Sports Cards- Not INV Related- Home Based- Start date 09/26/2025- 5 Hours Per Month 7. 10/16/2025- Tusk- Other - Property Development- INV Related- Home Based- Start date 09/01/2025- 20 Hours Per Month 8. 10/14/2025- Rock Island Brewing Company- Other - Resturant bar and music venue- Not INV Related- At Rock Island Illinois- Start date 08/29/2025- 20 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-26 |
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