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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-12 |
| IA | RA | APPROVED | 2024-07-12 |
Branch Locations
915 Bell Dr Sw, Cedar Rapids, IA 52404 • United States
1601 West Lakes Pkwy Ste 210, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2019 | 04/2024 |
| Contemporary Concepts, Ltd | Cedar Rapids | IA | 11/2014 | 04/2018 |
| Symmetry Financial Group | Cedar Rapids | IA | 05/2018 | 02/2022 |
| Lpl Financial Llc | Cedar Rapids | IA | 04/2024 | Present |
1- 04/2024 / Edge Investment Solution / DBA for LPL Business ( entity for LPL Business) / Investment Related / 160 hrs mnth / 40 hr during trading / start date 06/28/2019 2- 02/2024 / Advocare International L.P / MLM / Non Investment Related / start date 05/01/2007 3- 02/2024 / Scott England / Non-Variable Insurance / Investment Related / 4 hr mnth / 1 hrs during trading / start date 04/01/2018
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-19 |
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