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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-01-13 |
| TX | RA | APPROVED | 2025-01-13 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
13137 University Ave Suite 120, Clive, IA 50325 • United States
4090 Westown Pkwy Ste 108, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 06/2016 | 01/2025 |
| Lpl Financial, Llc | Waukee | IA | 01/2025 | Present |
1-12/2024 / Trust Bridge Wealth Advisors / DBA for LPL Business (entity for LPL business) / Inv Rltd / 160 hrs mnth / 8 hrs during trading/ start 01/15/2025 2- 12/2024 / Time Share Rental / Real Estate Rental / Inv Rltd / start 01/15/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2009-03-03 |
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