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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-09-10 |
| TX | RA | APPROVED | 2021-09-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Clayton | MO | 08/2016 | 07/2018 |
| Morgan Stanley Private Bank, N.A. | Clayton | MO | 08/2016 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chesterfield | MO | 07/2018 | 08/2021 |
| Bank Of America, N.A. | Chesterfield | MO | 08/2018 | 08/2021 |
| Lpl Financial Llc | Clayton | MO | 09/2021 | Present |
| The Central Trust Bank | Clayton | MO | 09/2021 | Present |
1)9/2021- CENTRAL INVESTMENT ADVISORS- DBA for LPL Business (entity for LPL business)- inv. related- at reported business location(s) 2) 04/05/2022 - Investor Services Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 03/22/2022 - 2 Hours Per Month/ 2 Hours During Securities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-08 |
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