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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Springfield | MO | 10/2023 | Present |
| Bean Counter Llc | Nixa | MO | 11/2021 | 10/2023 |
| Spectrum Accounting Llc | Springfield | MO | 01/2017 | 03/2023 |
| Schedule C Sole Proprietor | Nixa | MO | 10/2013 | 08/2017 |
1) 10/5/2023: Bean Counter LLC; Nixa, MO; Business Owner; Not Inv. related; start date 8/5/2020; 20hrs/mo.; 2hrs during trading. 2) 10/5/2023: Fervent Wealth Management, LLC; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 3/2023. 3) 11/12/2024 - Nixa Public Schools - Outside/W-2 Employment - Football Coach - Not Investment Related - 301 S. Main St, Nixa, MO 65714 - Start Date 08/12/2024 - 20 Hours Per Month/ 0 Hours During Trading 4) 01/13/2025- Shearrer Wealth Advisors, LLC- DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 01/01/2025- 120 hours per month/ 8 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-13 |
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