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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-12-05 |
Branch Locations
13358 Manchester Rd Ste 200, Des Peres, MO 63131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Ballwin | MO | 04/2015 | 02/2017 |
| Rga-Reinsurance Group Of America | Chesterfield | MO | 10/2017 | 05/2022 |
| Ashfield | Ivyland | PA | 02/2017 | 09/2017 |
| Lpl Financial | Des Peres | MO | 05/2022 | Present |
1) 9/2022 - Rental Property LLC - WHWN, LLC - Investment Related - De Peres, MO 63131 2) 9/2022 - LPL DBA - Cornerstone Wealth Services - Investment Related - De Peres, MO 63131 3) 2/14/2023 - Cornerstone Wealth Portfolios - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 2/1/2023 4) 10/16/2023 - Pickett - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 08/28/2023 - 1 Hour Per Month/ 0 Hours During Trading 5) 05/31/2024 - Next Chapter Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/03/2024 - 160 Hours Per Month/ 8 Hours During Trading 6) 01/13/2026 - Ash Brokerage - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 08/08/2025 - 1 hour per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-19 |
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