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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-08-29
IA RA APPROVED 2018-08-10
  • TX RA
    APPROVED
    Since 2018-08-29
  • IA RA
    APPROVED
    Since 2018-08-10

Branch Locations

3600 1St Avenue Ne, Suite 100, Cedar Rapids, IA 52402 • United States

Cedar Rapids, IA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-08-26
S63 Uniform Securities Agent State Law Examination 2014-08-27
  • S66 Uniform Combined State Law Examination
    2015-08-26
  • S63 Uniform Securities Agent State Law Examination
    2014-08-27
Other Names
  • Casey Mushrush

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