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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2022-05-18 |
Branch Locations
1005 Blairs Ferry Road Ne, Cedar Rapids, IA 52402-5794 • United States
255 Jkf Rd, Dubuque, IA 52002 • United States
3160 Wiley Blvd Sw, Cedar Rapids, IA 52404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iowa Lions Eye Bank (University Of Iowa) | Coralville | IA | 09/1999 | 06/2017 |
| Job Search | Solon | IA | 06/2017 | 08/2017 |
| Thrivent Investment Management Inc | North Liberty | IA | 08/2017 | 05/2019 |
| Thrivent Financial | Appleton | WI | 08/2017 | 12/2017 |
| Thrivent Financial | Appleton | WI | 12/2017 | 05/2019 |
| Cuna Mutual Group | Waverly | IA | 05/2019 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 05/2019 | Present |
| Lpl Financial Llc | Cedar Rapids | IA | 05/2022 | Present |
1) 05-18-2022-U.S. Soccer-Not Investment Related-Home Based-Outside/W-2 Employment-Soccer Referee-START DATE: 1986-16 Hours Per Month- 2) 05-18-2022-Collins Wealth Management- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-10 |
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