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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-01 |
| IA | RA | APPROVED | 2026-06-29 |
Branch Locations
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 |
|---|---|---|---|---|
| Continuous Control Solutions, Llc | 4448 Nw Urbandale Drive | IA | 09/2007 | 08/2021 |
| Advantage Group | West Des Moines | IA | 08/2021 | 11/2021 |
| New York Life Insurance Company | Ankeny | IA | 11/2021 | 11/2024 |
| Nylife Securities Llc | Ankeny | IA | 01/2022 | 11/2024 |
| Eagle Strategies Llc | Ankeny | IA | 12/2023 | 11/2024 |
| Modern Woodmen Of America | Davenport | IA | 12/2024 | 06/2026 |
| Mwa Financial Services Inc. | Rock Island | IL | 01/2025 | 06/2026 |
| Lpl Financial Llc | Urbandale | IA | 06/2026 | Present |
1. 06/2026 - Continuous Control Solutions, LLC - Business Owner - Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – Urbandale, IA, 50322 – OBA Start Date: 05/05/2005 2. 06/2026 - Movement Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 7/1/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-07 |
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