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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-11 |
| WA | RA | APPROVED | 2024-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2018 | 03/2022 |
| Dordt College | Sioux Center | IA | 11/2013 | 12/2016 |
| Van Holland Lawn Service, Ltd | Sioux Center | IA | 12/2015 | 11/2016 |
| Larson Gross Pllc | Bellingham | WA | 05/2016 | 10/2018 |
| Dordt College | Sioux Center | IA | 08/2013 | 12/2016 |
| Whatcom Community College | Bellingham | WA | 01/2017 | 04/2017 |
| Zeutenhorst Financial Inc | Sioux Center | IA | 09/2016 | 12/2016 |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 03/2022 | 03/2024 |
| Lpl Financial Llc | Lynden | WA | 03/2024 | Present |
| Enfield Farms | Lynden | WA | 06/2022 | 02/2023 |
| The Planning Firm | Sioux Center | IA | 03/2022 | 03/2024 |
1) 02/28/2024 - Lynden Financial Planning - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 170 Hours per month. 2) 02/28/2024 - Tax Prep/Accounting/CPA - WA 98264 - has cpa license but not currently doing anything - Non investment related - Start date: 09/12/2022. 3) 02/28/2024 - Non-Variable Insurance - Selling: Life, Health, Disability, Long Term Care, Fixed Annuities - WA 98264 - Investment related - 3 Hours per month - Start date: 03/04/2024. 4) 02/28/2024 - Real Estate Rental - Owner - WA 98264 - Investment related - 1 Hour per month - Start date: 05/16/2023. 5) 02/28/2024 - Lynden Financial LLC - Business Entity For Tax/Investment Purposes Only - WA 98264 - Non investment related - Start date: 10/01/2023. 6) 12/11/2024 - DCXC Enterprises LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - Home Based - Start Date 10/22/2024 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-02 |
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