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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
3218 W Edgewood Dr; Ste 1200, Jefferson City, MO 65109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Providence Financial, Llc | Jefferson City | MO | 08/2012 | 02/2020 |
| Providence Financial, Llc | Jefferson City | MO | 05/2009 | 02/2020 |
| Waddell & Reed, Inc. | Jefferson City | MO | 02/2020 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Jefferson City | MO | 02/2020 | 07/2021 |
| Providence Financial, Llc | Jefferson City | MO | 05/2009 | 07/2021 |
| Lpl Financial Llc | Jefferson City | MO | 07/2021 | Present |
1) 5/2009- Providence Financial, LLC- DBA for LPL Business (entity for LPL business)- inv. related- Jefferson City, MO 2) 5/2009- Andrew Beshuk- Non-Variable Insurance- agent- inv. related- Jefferson City, MO- 5hrs/mth
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-01-27 |
| S65 | Uniform Investment Adviser Law Examination | 2006-03-30 |
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