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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First National Bank | Ames | IA | 11/2025 | Present |
| Edward Jones | Boone | IA | 05/2025 | 10/2025 |
| Main Street Specialties | Algona | IA | 05/2023 | 01/2025 |
| Feedmill Coffee Co. | Algona | IA | 11/2021 | 08/2023 |
| City Of Algona | Algona | IA | 06/2021 | 08/2023 |
| Iowa State University | Ames | IA | 08/2022 | 05/2025 |
| Algona High School | Algona | IA | 08/2018 | 05/2022 |
| Algona Middle School | Algona | IA | 08/2014 | 05/2018 |
| Lpl Financial Llc | Ames | IA | 11/2025 | Present |
1. "Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Point Wealth Management- Inv Rel - At Reported Business Location (s) - Start Date : 02/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-23 |
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