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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
411 Clay Street (Br #1), Cedar Falls, IA 50613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cedar Falls High School | Cedar Falls | IA | 01/2015 | 05/2019 |
| University Of Northern Iowa | Cedar Falls | IA | 05/2019 | 06/2024 |
| Wolf Hearing Care | Cedar Falls | IA | 05/2021 | 10/2021 |
| Jacobson Financial Services | Cedar Falls | IA | 11/2021 | 04/2023 |
| True North Restoration Of Iowa | Cedar Falls | IA | 06/2024 | 09/2024 |
| Jacobson Financial Services | Cedar Falls | IA | 09/2024 | Present |
| Doordash | Cedar Falls | IA | 04/2021 | 04/2021 |
| Lpl Financial Llc | Cedar Falls | IA | 09/2024 | Present |
1)01/14/2025 - Jacobson Financial Services, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)01/14/2025 - Jacobson & Co - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-28 |
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