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14323 South Outer Forty Rd Suite 210 South, Town And Country, MO 63017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-04-24 |
| MO | RA | APPROVED | 1997-08-23 |
Branch Locations
14323 South Outer Forty Drive, Suite 210 South, Town And Country, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Diversified Finanical Advisors, Llc | Town & Country | MO | 06/1993 | Present |
| Lpl Financial, Llc | Town & Country | MO | 09/2009 | Present |
1. 8/13/2013: Diversified Financial Advisors, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 10/15/2013: J. TRYBULA, INC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Time Spent 1% - For accounting purposes only not held out to the public; provides consulting services to RIA Diversified Financial Advisors, LLC. 3. 10/22/2015: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 09/21/2015 - 1 Hours Per Month During Securities Trading. 4. 09/27/2021 - Diversified Financial Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 10/2009 - 80 Hours Per Month/4 Hours During Securities Trading - Time Spent 50% - I provide investment advisory services through Diversified Financial Advisors, LLC, an independent investment advisor firm. I started this business activity in 10/2009. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-09-09 |
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