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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-09-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Theisens | New Hampton | IA | 01/2018 | 05/2020 |
| Knights Construction | New Hampton | IA | 05/2020 | 08/2020 |
| Strotman Custom Construction | Ames | IA | 02/2021 | 05/2021 |
| Full-Time Education | Ames | IA | 08/2020 | 12/2020 |
| Full-Time Education | Ames | IA | 08/2021 | 05/2024 |
| Door Dash | Ames | IA | 03/2022 | 01/2024 |
| Primerica | Urbandale | IA | 11/2022 | 12/2022 |
| Wealth Management And Investment Services | Ames | IA | 04/2024 | Present |
| Full-Time Education | New Hampton | IA | 08/2006 | 05/2020 |
| Lpl Financial Llc | Ames | IA | 04/2024 | Present |
1) 03/2025 - Wealth Management & Investment Services / 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-29 |
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