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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-28 |
| MO | RA | APPROVED | 2022-01-27 |
Branch Locations
1020 E Battlefield Rd., Springfield, MO 65807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oakstar Bank & Trust | Springfield | MO | 01/2022 | Present |
| Lpl Financial Llc | Springfield | MO | 01/2022 | Present |
| U.S. Bancorp Investments, Inc. | Springfield | MO | 10/2005 | 01/2022 |
1) 1/27/2022 - Oakstar Investment Services - DBA for LPL Business (entity for LPL business) - inv. related - At reported business locaiton(s) - Start date: 01/27/2022 - 160 Hour Per Month/ 8 Hours During Trading 2) 01/11/2024 - River Rock - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 07/20/2023 - 1 Hour Per Month/ 0 Hours During Trading 3) 06/27/2025 - OakStar Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/17/2025 - 160 Hour Per Month/ 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-18 |
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