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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-07-24 |
| TX | RA | APPROVED_RES | 2023-07-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hartford Funds Distributors, Llc | Wayne | PA | 12/2012 | 05/2023 |
| Lpl Financial, Llc | Blue Springs | MO | 06/2023 | Present |
1) 05/23/2023 - 4 Generations Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 05/2023 2) 05/23/2023 - Real Estate Rental - Owner - Roach, MO - Inv Rel - Start Date 04/01/2019 3) 08/11/2023 - Wealth 4 Life Inc. - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) - Start Date 09/06/2023 - 160 Hours Per Month/ 160 Hours During Trading 4) 08/15/2023 -Wealth 4 Life LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) - Start Date 09/06/2023 - 160 Hours Per Month/ 160 Hours During Trading 5) 10/28/2025 - Regional Missouri Financial Planning - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/27/2025 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-29 |
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