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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-02-14 |
| MO | RA | APPROVED | 2018-02-14 |
| NC | RA | APPROVED | 2018-02-14 |
| OK | RA | APPROVED | 2018-02-14 |
| TX | RA | APPROVED | 2018-02-14 |
| VA | RA | APPROVED | 2018-02-14 |
Branch Locations
329 South Oak, California, MO 65018 • United States
3533 Country Club Dr, Jefferson City, MO 65109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp | Tampa | FL | 04/2007 | 02/2018 |
| Central Trust Bank | Jefferson City | MO | 09/2005 | Present |
| Lpl Financial Llc | Jefferson City | MO | 02/2018 | Present |
1. 02/14/2018 - Central Trust Bank - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Advisor. 2. 02/14/2018 - Investor Services Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 12/21/10 - 2 Hours Per Month. 3. 02/14/2018 - Central Investment Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-03-04 |
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