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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-12-16 |
| TX | RA | APPROVED_RES | 2019-03-22 |
Branch Locations
805 S Church St Suite 9, Murfreesboro, TN 37130 • 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 |
|---|---|---|---|---|
| Ruckert Associates Inc. | Murfreesboro | TN | 10/1991 | Present |
| Invest Financial Corporation | Tampa | FL | 07/2006 | 02/2018 |
| Lpl Financial Llc | Murfreesboro | TN | 02/2018 | Present |
1. 02/14/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 07/01/89 - 5 Hours Per Month/3 Hours During Securities Trading - LIFE, LTC & HEALTH INS. AGT. 2. 4/11/2018 - Ruckart Associates Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/1992 - 120 Hours Per Month During Securities Trading. 3. 5/21/2018 - RAI Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 02/15/2018 - 120 Hours Per Month/120 Hours During Securities Trading. 4. 01/17/2023 - Molitor Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/16/2023 - 100 Hours Per Month/75 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-26 |
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