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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Enterprise Llc | St. Louis Park | MN | 12/2025 | 07/2026 |
| Van Meter Inc | Cedar Rapids | IA | 01/2025 | 10/2025 |
| Van Meter Inc | Cedar Rapids | IA | 05/2024 | 08/2024 |
| Coe College | Cedar Rapids | IA | 05/2023 | 05/2025 |
| Dance Academy Of Cedar Rapids | Cedar Rapids | IA | 11/2022 | Present |
| Coe College | Cedar Rapids | IA | 08/2021 | 05/2025 |
| Gloria Dei Lutheran Church | Rochester | MN | 01/2020 | 04/2020 |
| White Star Ale House | Cedar Rapids | IA | 04/2022 | 10/2022 |
| Mayo High School | Rochester | MN | 09/2017 | 09/2021 |
| Willow Creek Middle School | Rochester | MN | 09/2014 | 09/2017 |
| Cedar Rapids Bank And Trust | Cedar Rapids | IA | 06/2026 | Present |
| Lpl Financial Llc | Cedar Rapids | IA | 07/2026 | Present |
1. 7/2026 - Dance Academy of Cedar Rapids - Coach/ Sports/ Fitness - NOT INV REL - 48 Hour(s)/Month – 0 Hour(s) During Trading - Cedar Rapids IA 52403 - OBA Start date: 11/14/2022 2. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Cedar Rapids Investment Consulting - Inv Rel - At Reported Business Location (s) - Start Date : 7/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-22 |
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