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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-07-25 |
| TX | RA | APPROVED | 2022-07-25 |
Branch Locations
7730 Carondelet Ave, Ste 200, Clayton, MO 63105 • United States
2160 S Illinois Rte 157 Ste A, Glen Carbon, IL 62034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Assurance Brokers | Edwardsville | IL | 10/2005 | 01/2017 |
| National Planning Corporation | Santa Monica | CA | 05/2013 | 11/2016 |
| Msi Financial Services Inc | Glen Carbon | IL | 02/2017 | 03/2017 |
| Massmutual Life Insurance Co | Chesterfield | MO | 02/2017 | Present |
| Mml Investors Services, Llc | Chesterfield | MO | 03/2017 | 07/2022 |
| Lpl Financial Llc | Clayton | MO | 07/2022 | Present |
1) 7/2022- BOS Asset Management LLC- DBA for LPL Business (entity for LPL business)- inv. related- at reported business location(s) 2) 7/2022- VENESSA VAN SCHALKWYK - Non-Variable Insurance- inv. related- Atent selling Health, group life, group health, group ins benefits - Clayton, MO - start date 11/2019- 2hrs/mth 3) 08/22/2022 - BOS Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 07/25/2022 - 0 Hours Per Month/0 Hours During Securities Trading. 4) 02/13/2024 - Bank Of Springfield - Financial Institution Duty - Not Investment Related - At Reported Business Location(s) - Start Date 3/01/2023 5) 03/07/2024 - BOS Wealth & Planning - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 3/11/2024 - 160 Hrs/Mo; 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-14 |
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