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16150 Main Circle Drive Suite 210, Chesterfield, MO 63017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2014-03-12 |
Branch Locations
16150 Main Circle Drive Suite 210, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Chesterfield | MO | 02/2014 | Present |
| Bridgewater Asset Management, Llc | Chesterfield | MO | 03/2014 | Present |
1. 3/6/2014 - Bridgewater Asset Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 2. 4/25/2014 - Bridgewater Asset Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor. 3. 2/5/2020 - Bollinger Group / Lifebridge Insurance Solutions - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/30/2020 - 5 Hours Per Month/0 Hours During Securities Trading. 4. 11/18/2022 - No Business Name - Not Investment Related - Home Based - Other - home business - Start Date - 01/01/2022 - 5 Hours Per Month/1 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-06 |
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