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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2011-09-07 |
Branch Locations
3240 N Hwy 67, Florissant, MO 63033 • United States
13849 Manchester Rd, Ballwin, MO 63011 • United States
19 Research Park Court, Saint Charles, MO 63304 • United States
1232 Wentzville Pkwy, Wentzville, MO 63385 • United States
Wentzville, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vantage Credit Union | Saint Charles | MO | 10/2007 | Present |
| Lpl Financial Llc | Saint Charles | MO | 04/2011 | Present |
1. 4/26/2011: Vantage Investment Services Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 6/22/2018 - Vantage Credit Union - Investment Related - At Reported Business Location(s) - Other-Bank Duties - Start Date: 06/11/2018 - 16 Hours Per Month/16 Hours During Securities Trading - Manage and support the Credit Union in administration of CD's, IRA, deferred compensation and member service. 3. 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/5 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-06 |
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