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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-03-28 |
| IA | RA | APPROVED | 1999-01-01 |
Branch Locations
411 Clay Street (Br #1), Cedar Falls, IA 50613 • United States
Cedar Falls, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jacobson & Co | Cedar Falls | IA | 12/1990 | Present |
| Lpl Financial, Llc | Cedar Falls | IA | 05/1992 | Present |
1. 02/27/2007 - NON-VARIABLE INSURANCE - JACOBSON FINANCIAL SERVICES - WRITE SOME FIXED INSURANCE AND LIFE INSURANCE BUSINESS OUTSIDE OF LPL MAINLY WITH TRANSAMERICA LIFE AND ALLIANZ LIFE. - TIME SPENT 1% - CEDAR FALLS, IA. 2. 10/24/2013 JACOBSON FINANCIAL SERVICES, LLC - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 3. 07/31/2015 - CHEROKEE PROPERTIES, LLC - INV REL - 411 CLAY STREET, CEDAR FALLS, IOWA 50613 - REAL ESTATE RENTAL - START 04/01/2007 - 0 HOURS PER MONTH - THE BUILDING THAT MY OFFICE RENTS FROM AT 411 CLAY STREET, CEDAR FALLS, IOWA IS OWNED BY CHEROKEE PROPERTIES, LLC. 4. 09/28/2022 - Jacobson & Co - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 9/26/2022.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-08-08 |
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