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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-02-28 |
Branch Locations
311 5Th Street, Fontanelle, IA 50846 • United States
1419 11Th St Ste B Suite 700, De Witt, IA 52742 • United States
5530 W Parkway Johnston, Suite 700, Johnston, IA 50131 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horizon Equipment | Manning | IA | 05/2010 | 12/2020 |
| Vsr Financial Services, Inc. | Overland Park | KS | 10/2015 | 09/2016 |
| Vsr Advisory Services | Overland Park | KS | 10/2015 | 09/2016 |
| John Pratt Financial, Llc. | Johnston | IA | 10/2015 | 12/2016 |
| Summit Brokerage Services, Inc. | Waukee | IA | 09/2016 | 12/2016 |
| Summit Financial Group Inc | Waukee | IA | 09/2016 | 12/2016 |
| Voya Financial Advisors, Inc. | Waukee | IA | 12/2016 | 06/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 06/2021 | 02/2025 |
| Jd Financial Services & Investment Management, Llc | Johnston | IA | 12/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 02/2025 |
| Lpl Financial Llc | Johnston | IA | 02/2025 | Present |
1 - 02/2025 - Independent Insurance Agent - Non-Variable Insurance - Inv Related - 6 Hours/Month - 2 Hours During Trading - IA 50131 - OBA Start Date: 12/20/2016. 2 - 02/2025 - JD Financial Services & Investment Management, LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - IA 50131 - OBA Start Date: 12/01/2021.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-23 |
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