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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-11 |
| MO | RA | APPROVED | 2025-09-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus | St. Louis | MO | 10/2011 | 08/2019 |
| Aldrich Wealth Lp | Lake Oswego | OR | 01/2020 | 07/2025 |
| Unemployed | St. Louis | MO | 08/2019 | 01/2020 |
| Unemployed | Kirkwood | MO | 07/2025 | 09/2025 |
| Together Credit Union | St. Louis | MO | 09/2025 | Present |
| Lpl Financial Llc | St. Louis | MO | 09/2025 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Together Investment & Retirement Services - Investment Related - At Reported Business Location (s) - Start Date: 08/2025
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-06 |
| S66 | Uniform Combined State Law Examination | 2013-03-13 |
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