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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-07-21 |
Branch Locations
2190 S Mason Rd Ste 100, Saint Louis, MO 63131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kids Rock Cancer | Town & Country | MO | 01/2010 | 07/2021 |
| Endangered Wolf Center | Eureka | MO | 01/2015 | 07/2021 |
| Lindenwood School Of Business Board | Saint Charles | MO | 01/2015 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Manchester | MO | 02/2016 | 07/2021 |
| Waddell & Reed, Inc | St Louis | MO | 02/2016 | 07/2021 |
| Lindenwood University | St Charles | MO | 01/2015 | 07/2021 |
| Aloha Ventures Llc | St Louis | MO | 05/2016 | 07/2021 |
| Stl Wealth Lp | O'FAllon | MO | 06/2020 | 07/2021 |
| Lpl Financial Llc | Saint Louis | MO | 07/2021 | Present |
1. 12/9/2021 - Jeremiah Dellas - DBA: Heirloom Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/03/2021 - 160 Hours Per Month/8 Hours During Securities Trading. 2. 12/22/2021 - Guardian St. Louis #35 - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 07/23/2021 - 1 Hour Per Month During Securities Trading. 3) 07/10/2025 - Wonkie - Investment Related - Real Estate Rental -St Louis, MO - Start Date:07/07/2025 - 4 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-27 |
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