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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-10-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2023 | 04/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2023 | 04/2024 |
| Atlantic Bottling Company | Des Moines | IA | 11/2021 | 02/2024 |
| Atlantic Bottling Company | Des Moines | IA | 10/2019 | 11/2021 |
| Atlantic Bottling Company | Mason City | IA | 12/2015 | 10/2019 |
| Lpl Financial Llc | Cedar Rapids | IA | 04/2024 | Present |
1) 02/2024 - Edge Investment Solutions / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-17 |
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