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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-08-29 |
| IA | RA | APPROVED | 2018-08-10 |
Branch Locations
3600 1St Avenue Ne, Suite 100, Cedar Rapids, IA 52402 • United States
Cedar Rapids, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc | Fairfield | IA | 01/2015 | 08/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2016 | 08/2018 |
| Lpl Financial Llc | Cedar Rapids | IA | 08/2018 | Present |
1) 08/10/2018 - Business Entity For Tax/Investment Purposes Only - Mushrush Group, LLC. - 0% - NOT INVESTMENT RELATED - CEDAR RAPIDS, IA 52402 2) 08/10/2018 - Notary - Casey Mushrush - 1% - INVESTMENT RELATED - CEDAR RAPIDS, IA 52402 3) 08/10/2018 - DBA for LPL Business (entity for LPL business) - Premier Investments of Iowa Inc. - 95% - INVESTMENT RELATED - CEDAR RAPIDS, IA 52402 4) 1/28/2019 - Mushrush Group LLC - Investment Related - Cedar Rapids, IA 52402 - Real Estate Rental - Started 12/17/2018 - 2 Hours Per Month/0 Hours During Securities Trading - Rental of Single Family Home in Cedar Rapids Iowa. 5) 6/27/2019 - Premier Investment Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/25/2019 - 40 Hours Per Month During Securities Trading. 6) 3/31/2020 - No Business Name - Investment Related - Location/Address: Various - Other-Referral - Started 02/24/2020 - 2 Hours Per Month During Securities Trading - Various Speaking engagements. Website used to book is through our LPL Approved Website. Refer leads to qualified health insurance (Medicare) professionals at $25 per lead. 7) 09/07/2022 - Mushrush Group, LLC - Investment Related - Cedar Rapids, IA 52403 - Real Estate Rental - Start Date - 09/21/2018 - 1 Hours Per Month/0 Hours During Securities Trading. 8) 2/10/2023 - Premier Investments and Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/19/2023 - 160 Hours Per Month/160 Hours During Securities Trading 9) 11/8/2023: Premier Trust and Estate, PLC; At Reported Business Location(s); Other - Attorney Services; Not inv. related; Start Date 9/15/2023; 20hrs/mo. during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-27 |
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