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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-01-04 |
Branch Locations
1301 Southwest Boulevard, Jefferson, MO 65109 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bert Doerhoff Cpa A/K/A Doerhoff & Associates Cpa, Llc | Jefferson City | MO | 06/1978 | Present |
| Aura Wealth Advisors, Llc | Jefferson City | MO | 11/2000 | Present |
| Lpl Financial | Jefferson City | MO | 01/2024 | Present |
1) Strategic Partners. Inc - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start - Dec 23, 10 Hr/Mth 2) Hood Financial Group Inc - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start - Nov 23, 80 Hr/Mth 3) Tesseon LLC - Business Owner - Payroll Services - Non-Inv Rel - Jefferson City, MO - Start: 01/02, 1 Hr/Mth 4) Farm - Raise and Sell Cattle - Non-Inv Rel - St. Elizabeth, MO - Start: 01/1990, 1 Hr/Mth 5) Doerhoff Living Trust - Real Estate Rental - St. Elizabeth, MO - Start: 01/1990, 1 Hr/Mth 6) Hood and Associates CPA - Tax Prep/Accounting/CPA - Inv Rel - At Reported Business Location(s) 0- Start: 11/2023, 100 Hr/Mth 7) Osage Conservation Are Inc - Business Entity For Tax/Investment Purposes Only - Share Crop - Non-Inv Rel - Tuscomba, MO - Start: 03/1976, 1 Hr/Mth 8) Notary - State of MO - Inv Rel - Start: 09/1993, 1 Hr/Mth 9) 01/03/2024 - Mid America Bank - Non-Inv Related - Jefferson City, MO - Non-Profit Board Member - Started: 2/1/2023 - 2 Hrs/Mo; 0 Hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-26 |
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