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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-05-20 |
Branch Locations
1661 Boyson Square Dr Ste 202, Hiawatha, IA 52233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linn Area Credit Union | Cedar Rapids | IA | 07/2012 | 07/2025 |
| Next Financial Group, Inc. | Houston | TX | 04/2023 | 07/2025 |
| Lpl Financial Llc | Hiawatha | IA | 07/2025 | Present |
1. 07/2025 - WORTH Investments - DBA for LPL Business (entity for LPL business) - Hiawatha, IA - INV REL - Start Date 06/17/2023 - 160hrs/meth | 140hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-01 |
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