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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2018-02-14 |
| AR | RA | APPROVED | 2018-02-14 |
| CA | RA | APPROVED | 2018-02-14 |
| CO | RA | APPROVED | 2018-02-14 |
| IL | RA | APPROVED | 2018-02-14 |
| IA | RA | APPROVED | 2018-02-14 |
| KS | RA | APPROVED | 2018-02-14 |
| MA | RA | APPROVED | 2018-02-14 |
| MI | RA | APPROVED | 2018-02-14 |
| MS | RA | APPROVED | 2018-02-14 |
| MO | RA | APPROVED | 2018-02-14 |
| OR | RA | APPROVED | 2018-02-14 |
| TX | RA | APPROVED_RES | 2018-02-14 |
| WI | RA | APPROVED | 2018-02-14 |
Branch Locations
6011 Osage Beach Pkwy, Osage Beach, MO 65065 • United States
170 E Us Highway 54, Camdenton, MO 65020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Central Bank | Osage Beach | MO | 05/2005 | Present |
| Invest Financial Corporation | Osage Beach | MO | 04/2007 | Present |
| Lpl Financial Llc | Osage Beach | MO | 02/2018 | Present |
1. 02/14/2018 - Central Investment Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 2011. 2. 02/14/2018 - INVESTOR SERVICES INSURANCE - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - agent - Start Date 11-30-2015 - 1 Hours Per Month/1 During Securities Trading. 3. 03/08/2018 - Central Investment Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-10 |
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