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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED | 2024-11-14 |
Branch Locations
111 E Jenkins St Suite A, Maryville, MO 64468 • United States
12312 Olive Boulevard Suite 300, St Louis, MO 63141-6474 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Maryville | MO | 04/2012 | 10/2023 |
| Thrivent Financial For Lutherans | Appleton | WI | 08/2012 | 10/2023 |
| The Prudential Insurance Company Of America | Maryville | MO | 10/2023 | Present |
| Pruco Securities Llc | Maryville | MO | 10/2023 | 11/2024 |
| Lpl Enterprise, Llc | Maryville | MO | 11/2024 | Present |
1) 09/16/2024- Behrend Wealth Management, LLC- financial planning, insurance advisement, investment advisement- DBA for LPL Business (entity for LPL business)- INV Related- Maryville, MO- Start Date 10/30/2023- 160hrs/mth- 160hrs during trading 2) 08/29/2024- OFB Property Group, LLC- Managing expectations for property managers and other employees. Giving tours to find residents- Real Estate Management- Business Owner- Maryville, MO- Start Date 06/06/2023- 10hrs/mth- 0hrs during trading 3) 08/29/2024- OFB Holdings, LLC- managing the property/land owned- Real Estate Rental- INV Related- Maryville, MO- Start Date 06/02/2023- 10hrs/mth- 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-22 |
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