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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-04-06 |
Branch Locations
235 Richmond Ave, Ottumwa, IA 52501 • United States
300 S Jefferson Way, Indianola, IA 50125 • United States
200 Maple St, Atlantic, IA 50022 • United States
739 E Pennsylvania Ave, Ottumwa, IA 52501 • United States
1934 Court Ave, Chariton, IA 50049 • United States
205 West St, Grinnell, IA 50112 • United States
205 E Taylor St, Creston, IA 50801 • United States
1311 A Ave W, Oskaloosa, IA 52577 • United States
301 E Franklin St, Bloomfield, IA 52537 • United States
714 W Mclane St, Osceola, IA 50213 • United States
999 N 18Th St, Centerville, IA 52544 • United States
500 Main St, Pella, IA 50219 • United States
2501 W Burlington Ave, Fairfield, IA 52556 • United States
1030 Sierra Dr Ne, Cedar Rapids, IA 52402 • United States
1800 E Washington St, Mt Plesant, IA 52641 • United States
1008 W Bell Ave Ste 103, Knoxville, IA 50138 • United States
1420 S Clinton St, Albia, IA 52531 • United States
700 S Fremont St, Shenandoah, IA 51601 • United States
102 N Elm St, Avoca, IA 51521 • United States
1414 Chatburn Ave, Harlan, IA 51537 • United States
303 W 2Nd Ave, Washington, IA 52353 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Ottumwa | IA | 10/2022 | Present |
| Community 1St Credit Union | Ottumwa | IA | 02/2018 | 10/2022 |
| Indian Hills Community College | Ottumwa | IA | 09/2016 | 11/2016 |
| Family Video | Ottumwa | IA | 12/2016 | 02/2018 |
| Lpl Financial | Ottumwa | IA | 01/2023 | Present |
1- 08/2022 / Clst Investment Services / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / Ottumwa, IA 2- 05/11/2023 - No Business Name - Not Investment Related - At Reported Business Location(s) - Business Owner - Start Date 01/01/2023 - 2 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-05 |
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