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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-01-27 |
| KS | RA | APPROVED | 2023-01-24 |
| TX | RA | APPROVED_RES | 2023-01-24 |
| MO | RA | APPROVED | 2014-08-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jon & Chris Detailing | Brentwood | MO | 06/2000 | 01/2019 |
| Lpl Financial, Llc | St Louis | MO | 03/2013 | Present |
1. 3/27/2020 - M&M Wealth Management LLC - Investment Related - At Reported Business Location(s) & 2997 Clarkson Road, Chesterfield, MO 63017 - Business Entity For Tax/Investment Purposes Only - Started 01/01/2020 - 180 Hours Per Month/160 Hours During Securities Trading. 2. 1/24/2023 - Pickett Group - Investment Related - 2997 Clarkson Rd Ste 100 Chesterfield, MO 63141 - Non-Variable Insurance - Agent - Start Date - 01/19/2023 - 4 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-21 |
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