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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-11-10 |
| MO | RA | APPROVED | 2009-01-20 |
Branch Locations
19 Research Park Court, Saint Charles, MO 63304 • United States
11915 St. Charles Rock Road, Bridgeton, MO 63044 • United States
1040 Cave Springs Blvd, St. Peters, MO 63376 • United States
29 O'FAllon Square, O'FAllon, MO 63366 • United States
611 N Lindbergh Blvd, Creve Coeur, MO 63141 • United States
1750 Wentzville Parkway, Wentzville, MO 63385 • United States
1232 Wentzville Pkwy, Wentzville, MO 63385 • United States
5916 North Lindbergh, Hazelwood, MO 63042 • United States
1407 Washington Avenue, Saint Louis, MO 63103 • United States
1721 Zumbehl Road, Saint Charles, MO 63303 • United States
100 Progress Point Court, O'FAllon, MO 63368 • United States
1467 W. 5Th Street, Eureka, MO 63025 • United States
Saint Louis, MO • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Saint Charles | MO | 01/2009 | Present |
| Vantage Credit Union | Saint Charles | MO | 01/2009 | Present |
| 1St Financial Federal Credit Union | Wentzville | MO | 11/2016 | Present |
| Alltru Credit Union | Wentzville | MO | 11/2016 | Present |
1. 02/05/2009 - Vantage Investment Services Group - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 2. 09/01/2010 - Vantage Credit Union - INV REL - Financial Institution Duty - 25% TIME SPENT - Support the Credit Union in adminstration of CD's, IRA, deferred compensation and member service 3. 11/03/2016 - 1st Financial Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 11/07/2016 - 40 Hr/Mo; 20 Hour(s) During Securities Trading. 4. 8/22/2019 - No Business Name - Investment Related - St. Louis, MO 63109 - Real Estate Rental - Started 02/01/2009 - 1 Hours Per Month/0 Hours During Securities Trading. 5. 11/17/2020 - Alltru. Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/17/2020 - 10 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-10 |
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