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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-02-19 |
Branch Locations
1200 Valley West Dr, Suite 707, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northpoint Church | Johnston | IA | 06/2018 | 09/2021 |
| University Of Northwestern St. Paul | Roseville | MN | 08/2015 | 06/2018 |
| Exchangeright Real Estate | Pasadena | CA | 01/2022 | 04/2025 |
| Waukee School District Of Iowa | Waukee | IA | 09/2021 | 12/2021 |
| Unemployed | Ames | IA | 04/2025 | 09/2025 |
| Synergy Asset Managment | Vancouver | WA | 09/2025 | 11/2025 |
| Lpl Financial | West Des Moines | IA | 11/2025 | Present |
1. 11/2025 - Retire Right - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 11/26/2025 2. 01/20/2026 - RetireRight Consulting Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/26/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-26 |
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