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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-24 |
| IA | RA | APPROVED | 2026-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Solon Community School District | Solon | IA | 06/2015 | 05/2020 |
| Mount Mercy University | Cedar Rapids | IA | 05/2020 | 05/2024 |
| Walker Lawn Care | Cedar Rapids | IA | 06/2024 | Present |
| Sadler Power Train | Cedar Rapids | IA | 09/2024 | 03/2025 |
| Lpl Financial Llc | Cedar Rapids | IA | 04/2025 | Present |
1)06/30/2025 - Edge Investment Solutions - DBA for LPL Business (entity for LPL business) - Inv Rel- At Reported Business Location(s) 2)06/30/2025 - Lawn Mowing - Owner/Operator - Non-Inv Rel - Cedar Rapids, IA - Start: 05/2024 - 20 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-04 |
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