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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-08-04 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Resource Advisors | Waterloo | IA | 12/2023 | Present |
| Robert Half | Des Moines | IA | 08/2023 | 09/2023 |
| Sea Electric Llc | Grimes | IA | 08/2022 | 07/2023 |
| Businessolver | Des Moines | IA | 08/2018 | 07/2022 |
| University Of Iowa | Iowa City | IA | 08/2017 | 05/2022 |
| Subway | Cedar Falls | IA | 06/2014 | 08/2018 |
| Cedar Falls High School | Cedar Falls | IA | 08/2013 | 05/2017 |
| Cetera Advisors Llc | St Cloud | MN | 12/2023 | 08/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | 08/2026 |
| Lpl Financial, Llc | Waterloo | IA | 08/2026 | Present |
1. 07/2026 - Financial Resource Advisors - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 130 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 8/4/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-04 |
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