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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-02-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goodwealth Fp | Ogden | IA | 08/2022 | 12/2022 |
| Re/Max Real Estate Center | Ames | IA | 05/2022 | 08/2022 |
| Sherer Construction | Granger | IA | 05/2021 | 05/2022 |
| Iowa State University | Ames | IA | 08/2017 | 05/2021 |
| Decorah High School | Decorah | IA | 08/2013 | 08/2017 |
| Lpl Financial Llc | Ames | IA | 08/2022 | Present |
1) 12/20/2022 - Shawn Shindelar - Notary - Ames, IA 50014 - Investment related - Start date: 06/30/2022. 2) 12/20/2022 - RE/MAX - Mortgage/Real Estate Services - Agent - 1606 S Duff Ave #100 Ames, IA 50010 - Investment related - Start date: 05/18/2022. 3) 12/20/2022 - GoodWealth Financial Partners - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 4) 11/15/2023 - GoodWealth Financial, INC - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 08/14/2023 - 8 Hours Per Month/ 4 Hours During Trading 5) 11/03/2025 - Shindelar Woods, LLC - Real Estate Rental - Investment Related - Decorah, IA - Start Date 01/03/2024 - 1 hour per month/ 0 hours during trading 6) 11/03/2025 - Shindelar Holdings, LLC - Real Estate Rental - Investment Related - Ames, IA - Start Date 08/27/2025 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-21 |
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