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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-02-01 |
Branch Locations
13358 Manchester Rd Ste 200, Des Peres, MO 63131 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Chesterfield | MO | 04/2016 | 01/2022 |
| Massmutual Life Insurance Co | Chesterfield | MO | 03/2016 | 01/2022 |
| Lpl Financial Llc | Des Peres | MO | 01/2022 | Present |
1)12/14/2021 - Planify Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2022 2)12/14/2021 - S Lewandoski Management, LLC - Business Entity For Tax/Investment Purposes Only - Inv Rel - Ballwin, MO - Start: 11/2021 3)12/14/2021 - Hockey Players in Business - Non-Profit Board Member - Co-President, growth of membership and event planning - Non-Inv Rel - Cleveland, OH - Start: 06/2017 - 5 Hr/Mth 4)12/14/2021 - Hockey Coaching/ Training - Non-Inv Rel - Ballwin, Mo - Start: 09/2021 - 10 Hr/Mth 5)2/14/2023 - Cornerstone Wealth Portfolios - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 2/1/2023 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-23 |
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