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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-05-01 |
| TX | RA | APPROVED_RES | 2025-04-21 |
Branch Locations
16290 Westwoods Business Park, Ellisville, MO 63021 • 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 |
|---|---|---|---|---|
| Boykin Financial Group | Dallas | TX | 09/2007 | Present |
| Woodbury Financial Services Inc | St Louis | MO | 12/2015 | 01/2024 |
| Osaic Wealth, Inc. | Wildwood | MO | 01/2024 | 04/2025 |
| Lpl Financial | Ellisville | MO | 04/2025 | Present |
1- 03/2025 / Boykin Financial Group / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 1 hr per mth / 1 hr during trading / St. Louis, MO / Start date: 01/01/2008 2- 03/2025 / Westward Financial Strategies / DBA for LPL Business (entity for LPL business) / Investment Related / 200 hrs mth / 200 hrs during trading / At reported business location(s) 3- 03/2025 / Fixed Insurance Sales - managed under Westward financial Strategies DBA / Non-Variable Insurance / 10 hrs mth / 10 hrs during trading / Wildwood, MO / Start date: 11/01/1997 4- 03/2025 / Boykin Tax & Consulting / Business Entity For Tax/Investment Purposes Only / Investment Related / 1 hr mth / 1 hr during trading / St. Louis, MO / Start date: 01/01/2008
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-25 |
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