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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2020-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cherry Corner Agency, Inc. | Atlantic | IA | 01/1970 | Present |
| Securities America Inc | Atlantic | IA | 03/2014 | 07/2020 |
| Securities America Advisors | Atlantic | IA | 03/2014 | 07/2020 |
| Lpl Financial Llc | Atlantic | IA | 07/2020 | Present |
1)7/15/2020- Cherry Corner Wealth Management- DBA for LPL Business (entity for LPL business)- Inv. Related- Atlantic, IA- start date 2/1994- 100% 2)7/15/2020- CHERRY CORNER BUILDING- Real Estate Rental- Building owner- Inv. Related- Atlantic, IA- start date 2013- 1hr/mth 3)7/15/2020- Cherry Corner Agency, Inc -Co-owner of an Insurance Agency- Agentselling Life insurance, health insurance, LTC- Inv. Related- - start date 05/07/1979- 160hrs/mth 4) 7/15/2020- MULBERRY-MAT -Self Service Laundrymat- owner- Non-Inv. Related- Atlantic, IA- start date 1984- 8hrs/mth
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-12-14 |
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