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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2019-03-01 |
Branch Locations
2700 Westown Pkwy Ste 250, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vsr Financial Services, Inc. | Overland Park | KS | 01/1994 | 09/2016 |
| Vsr Advisory Services | Overland Park | KS | 08/2007 | 09/2016 |
| Alexander Investment Services, Inc | Des Moines | IA | 01/1994 | Present |
| Summit Brokerage Services, Inc. | Windsor Heights | IA | 09/2016 | 03/2019 |
| Summit Financial Group Inc | Boca Raton | FL | 09/2016 | 03/2019 |
| Lpl Financial, Llc | Des Moines | IA | 03/2019 | Present |
1) 09/01/1996 - DBA for LPL Business (entity for LPL business) - Alexander Investment Services, Inc. - 100% - INVESTMENT RELATED - WINDSOR HEIGHTS, IA 50324 2) 04/10/2026 - Ash Insurance Services - Non-Variable Insurance - INVESTMENT RELATED - At Reported Business Location(s) - Start Date 09/01/1996 - 5 hours per month/ 1 hour during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-08-03 |
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