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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2018-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bob Moore | Iowa City | IA | 08/2006 | Present |
| Securities America Inc | Waterloo | IA | 03/2014 | 01/2018 |
| Securities America Advisors | Waterloo | IA | 03/2014 | 01/2018 |
| Lpl Financial | Cedar Falls | IA | 01/2018 | Present |
1) 2018-01-02 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Lee Wealth Management / - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2018-01-02 - 160hrs/mth - 40hrs/mth during trading 2) 2026-05-15 - Robert Moore AIRBNB OLYMPIC TAJ MAHAL - Real Estate Rental - N - - 2018-01-02 - 10hrs/mth - 0hrs/mth during trading 3) 2026-05-15 - Moore Financial Partners - Non-Variable Insurance - Y - at reported business location(s) - 2018-01-02 - 10hrs/mth - 2hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2009-04-21 |
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