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Detailed Report
Joshua Klyn
CRD#: 6961024
IA
Investment Adviser
B
Broker
LPL ENTERPRISE, LLCCRD#: 8733 1450 SW VINTAGE PKWY
SUITE 225
ANKENY, IA 50023
Registration History
201920202021202220232024202520262 FIRMS2019 - 2024 (5 years)2 FIRMS2024 - Present (<1 year)
License(s)

State Registrations

B
Arizona 11/14/2024
B
Minnesota 11/14/2024
B
Colorado 11/14/2024
B
Missouri 1/6/2025
B
Connecticut 11/14/2024
B
Nebraska 11/14/2024
B
Florida 11/15/2024
B
Nevada 1/16/2025
B
Idaho 11/14/2024
B
North Carolina 1/6/2025
B
Illinois 11/14/2024
B
Ohio 11/14/2024
B
Indiana 11/14/2024
B
Oklahoma 1/6/2025
B
Iowa 11/14/2024
B
South Dakota 1/6/2025
IA
Iowa 11/14/2024
B
Texas 11/14/2024
B
Kansas 1/6/2025
IA
Texas 11/14/2024
B
Massachusetts 11/14/2024
B
Virginia 1/6/2025
B
Michigan 11/14/2024
B
Wisconsin 11/14/2024

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
LPL ENTERPRISE, LLC (CRD#:8733)
1450 SW VINTAGE PKWY SUITE 225, ANKENY, IA 50023
Registered with this firm since 11/14/2024
B
LPL ENTERPRISE, LLC (CRD#:8733)
1450 SW VINTAGE PKWY SUITE 225, ANKENY, IA 50023
Registered with this firm since 11/14/2024
Previous Registration(s)
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IA
 08/27/2019 - 11/14/2024 PRUDENTIAL FINANCIAL PLANNING SERVICES (CRD#:5685) Ankeny, IA
B
 07/18/2019 - 11/14/2024 PRUCO SECURITIES, LLC. (CRD#:5685) Ankeny, IA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.