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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2020-10-05 |
Branch Locations
411 Clay Street (Br #1), Cedar Falls, IA 50613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jacobson Financial Services | Cedar Falls | IA | 04/2018 | 05/2020 |
| Northwestern Mutual | Waterloo | IA | 01/2018 | 04/2018 |
| University Of Northern Iowa Recreation Services | Cedar Falls | IA | 11/2016 | 08/2019 |
| University Of Northern Iowa | Cedar Falls | IA | 08/2016 | Present |
| Mulligans | Cedar Rapids | IA | 05/2017 | 08/2017 |
| Lpl Financial, Llc | Cedar Falls | IA | 05/2020 | Present |
1) 06/2020 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - JACOBSON FINANCIAL SERVICES INC. - INVESTMENT RELATED - CEDAR FALLS, IA 50613 2) 09/28/2022 - Jacobson & Co - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 9/26/2022 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 100%. 3) 10/18/2022 - Jacobson Tax Solutions, LLC - Not Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Tax Preparer - Start Date: 10/10/2022 - 40 Hours Per Month/2 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-08 |
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