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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-06-17 |
| IA | RA | APPROVED | 2019-06-14 |
Branch Locations
516 Nile Kinnick Dr S, Suite A, Adel, IA 50003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H. Beck, Inc. | Bethesda | MD | 05/2016 | 06/2019 |
| Lpl Financial Llc | Adel | IA | 06/2019 | Present |
1)6/14/19- Ancillous Insurance Sales- Non-Variable Insurance- Inv. Related- West Des Moines, IA - 1hr/mth -1 % 2)6/14/19- Select Financial- DBA for LPL Business (entity for LPL business)- Inv. Related- West Des Moines, IA- start dat 6/13/19- 160hrs/mth - 100%
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-08-01 |
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