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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-03-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Ames | IA | 06/2024 | Present |
| Iowa State University | Ames | IA | 01/2021 | 12/2023 |
| Des Moines Area Community College | Ankeny | IA | 08/2019 | 12/2021 |
| Marshalltown High School | Marshalltown | IA | 08/2015 | 06/2019 |
| First National Bank | Ames | IA | 06/2024 | Present |
| Rosens' Inc. | Marshalltown | IA | 12/2023 | 05/2024 |
1)10/30/2024 - First Point Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)10/30/2024 - First National Bank - Financial Institution Duty - Inv Rel - At Reported Business Location(s) - Start: 06/2024 - 10 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-07 |
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