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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-02-26 |
Branch Locations
13358 Manchester Rd Ste 200, Des Peres, MO 63131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Creve Coeur | MO | 11/2013 | 02/2024 |
| New York Life Insurance Co | Creve Coeur | MO | 11/2013 | 02/2024 |
| Marco Financial, Llc | St. Louis | MO | 08/2017 | Present |
| Eagle Strategies Llc | St Louis | MO | 09/2019 | 02/2024 |
| Lpl Financial Llc | Saint Louis | MO | 02/2024 | Present |
1- 12/2023 / Marco FinanciaI, LLC / Non-Variable Insurance / Investment Related / 16 hr mnth / 6 hrs during trading / start date 08/01/2017 2- 12/2023 / Marco FinanciaI LLC / Business Entity For Tax/Investment Purposes Only / Non Investment Related / 20 hrs mnth / 6 hr during trading / start date 08/01/2017 3- 12/2023 / Cornerstone WeaIth Services / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mnth / 40 hr during trading 4- 12/2023 / Cornerstone WeaIth PortfoIios / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mnth / 40 hrs during trading / start date 01/23/2024 5- 03/18/2024 / BUI / Inv Related / At Reported Business Location(s) / Non-Variable Insurance / Agent / Started: 3/5/2024 / 10 Hrs/Mo; 1 Hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-12 |
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