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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-11 |
| IA | RA | APPROVED | 2024-12-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2023 | 04/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2023 | 04/2024 |
| Usic | Cedar Rapids | IA | 03/2023 | 05/2023 |
| Unemployed | Ely | IA | 01/2023 | 03/2023 |
| State Farm | Cedar Rapids | IA | 11/2022 | 01/2023 |
| Unemployed | Ely | IA | 09/2022 | 11/2022 |
| Bankers Life & Casualty | Cedar Rapids | IA | 09/2021 | 09/2022 |
| Bankers Life & Casualty | Cedar Rapids | IA | 06/2019 | 09/2021 |
| Mount Mercy University | Cedar Rapids | IA | 08/2018 | 06/2019 |
| Greenes Premier Services | Cedar Rapids | IA | 06/2018 | 08/2018 |
| Mount Mercy University | Cedar Rapids | IA | 08/2017 | 06/2018 |
| Ymca | Dubuque | IA | 06/2017 | 08/2017 |
| Mount Mercy University | Cedar Rapids | IA | 08/2016 | 06/2017 |
| Lpl Financial Llc | Cedar Rapids | IA | 04/2024 | Present |
1-03/2024 / Edge Investment Solutions / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / 160 HRS MNTH / 100 HRS DURING TRADING 2-03/2024 / Bio Life Plasma Services / Outside/W-2 Employment / NON INVESTMENT RELATED / 8 HRS MNTH / START DATE 12/10/2023 3- 03/2024 / Notary Public / NOTARY / INVESTMENT RELATED / 1 HRS MNTH / 1 HR DURING TRADING / START DATE 12/21/2021
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-12 |
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