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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
425 N New Ballas Rd Ste 102, Creve Coeur, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Creve Coeur | MO | 12/2011 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Fenton | MO | 05/2012 | 07/2021 |
| Harry Tart | Creve Coeur | MO | 01/2018 | 07/2021 |
| Kent Bettale | Creve Coeur | MO | 01/2018 | 07/2021 |
| The Lecroy Group, Llc | Creve Coeur | MO | 01/2018 | 07/2021 |
| Benjamin Lecroy | Creve Coeur | MO | 01/2018 | 07/2021 |
| Lpl Financial Llc | Creve Coeur | MO | 07/2021 | Present |
1- 11/15/2021 - DBA for LPL Business (entity for LPL business) / THE COMPASS WEALTH GROUP / Investment Related / CREVE COEUR MO 63141- Started 1/2018 2- 11/15/2021 / THE LECROY GROUP / Business Entity For Tax/Investment Purposes Only / Non Investment Related / ST LOUIS MO 63129 - Started 12/2014 3- 03/25/2024 - THE LECROY GROUP - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 03/21/2024 - 5 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-02 |
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