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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-03-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clanton Custom Lawn Care | Council Bluffs | IA | 08/2016 | 08/2021 |
| Northwestern Mutual | Cedar Rapids | IA | 05/2022 | 06/2023 |
| Brothers Bar And Grill | Iowa City | IA | 05/2022 | 12/2023 |
| Iowa Ave Hospitality | Iowa City | IA | 12/2023 | 05/2024 |
| Lpl Financial Llc | Iowa City | IA | 07/2023 | Present |
| Bass Pro Shops | Council Bluffs | IA | 01/2019 | 04/2020 |
| Lewis Central High School | Council Bluffs | IA | 08/2014 | 05/2018 |
| Iowa Western Community College | Council Bluffs | IA | 08/2018 | 05/2020 |
| University Of Iowa | Iowa City | IA | 08/2020 | 05/2023 |
1-11/2024 / GreenState Wealth Management / DBA for LPL Business (entity for LPL business) / Inv Rltd
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-05 |
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