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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-24 |
| IL | RA | APPROVED | 2020-10-20 |
| MO | RA | APPROVED | 2020-09-18 |
Branch Locations
4566 Lemay Ferry Road, St Louis, MO 63129 • United States
9550 Watson Road, Crestwood, MO 63126 • United States
9550 Watson Road, Crestwood, MO 63126 • United States
4527 Telegraph Road, St Louis, MO 63129 • United States
102 Kate G Lane, Fenton, MO 63026 • United States
15715 Manchester Rd, Ellisville, MO 63011 • United States
4570 Mid Rivers Mall Drive, Cottleville, MO 63376 • United States
10950 Olive Street Road, Creve Coeur, MO 63141 • United States
17151 Chesterfield Airport Rd, Chesterfield, MO 63005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc | Waverly | IA | 03/2014 | 09/2020 |
| Cuna Mutual Group | Waverly | IA | 03/2014 | 08/2020 |
| Lpl Financial Llc | Chesterfield | MO | 09/2020 | Present |
| First Community Credit Union | Chesterfield | MO | 03/2014 | Present |
1)9/18/2020- Investment Services @ First Community- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)-100%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-10 |
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