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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-08-13 |
| IA | RA | APPROVED | 2018-08-10 |
Branch Locations
3600 1St Avenue Ne, Suite 100, Cedar Rapids, IA 52402 • United States
Hiawatha, IA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Provident Mutual | Philadelphia | PA | 02/1996 | 08/2018 |
| Premier Investments Of Iowa | Cedar Rapids | IA | 02/1997 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 06/2008 | 08/2018 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 06/2008 | 08/2018 |
| Lpl Financial Llc | Cedar Rapids | IA | 08/2018 | Present |
1. 8/10/2018 - Premier Investments of Iowa Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/2001 - Time Spent 100%. 2. 8/10/2018 - J.C. EVERETT, INC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 2/1996 - 0 Hours Per Month - Time Spent 0% - President of Tax Entity. 3. 8/10/2018 - THE LIGHTED TUNNEL SUCCESSION SYSTEM - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 1/1/09 - 1 Hour Per Month - Time Spent 1%. 4. 8/10/2018 - NATIONAL ASSOCIATION OF RETIRED INSURANCE AGENTS, INC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 11/04/2011 - 2 Hours Per Month - Time Spent 1%. 5. 8/10/2018 - Premier Investments of Iowa - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/1996 - 15 Hours Per Month - Time Spent 5% - Life insurance, LTC, Fixed Annuities. 6. 04/20/2023 - Premier Investments & Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 03/28/2023 - 160 Hours Per Month/160 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-24 |
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