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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-01-31 |
| TX | RA | APPROVED_RES | 2025-01-31 |
Branch Locations
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Pleasant Hill | MO | 06/2015 | 01/2025 |
| Johnson Controls, Inc. | Riverside | MO | 01/2010 | 12/2019 |
| Primerica Financial Services | Pleasant Hill | MO | 01/1996 | 01/2025 |
| Lpl Financial Llc | Fate | TX | 01/2025 | Present |
1) 2025-01-31 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Morrison Wealth Advisory - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2025-01-28 - 40hrs/mth - 8hrs/mth during trading 2) 2025-01-31 - PFS Investments Inc - Outside/W-2 Employment - N - 1 Primerica parkway, Duluth, Georgia 30099-0001 - 2025-01-14 - 160hrs/mth - 8hrs/mth during trading 3) 2025-07-18 - United Real Estate of Kansas City - Mortgage/Real Estate Services - Y - 8320 N Oak Trafficway Suite 223 Kansas City , MO , 64118 - 2025-07-08 - 10hrs/mth - 5hrs/mth during trading 4) 2026-05-02 - Express Connection Services - Rideshare - N - Saint Joseph MO - 2026-03-31 - 80hrs/mth - 5hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-20 |
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