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3253 E. Chestnut Expressway Suite 320, Springfield, MO 65802 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-27 |
| KY | RA | APPROVED | 2026-06-23 |
| AR | RA | APPROVED | 2026-03-26 |
| MS | RA | APPROVED | 2026-03-26 |
| WI | RA | APPROVED | 2026-03-26 |
| TX | RA | APPROVED | 2025-07-17 |
| ID | RA | APPROVED | 2025-03-27 |
| KS | RA | APPROVED | 2024-08-12 |
| OH | RA | APPROVED | 2024-04-17 |
| MO | RA | APPROVED | 2024-02-28 |
Branch Locations
5200 Upper Metro Place Suite 110, Dublin, OH 43017 • United States
500 N Hurstbourne Pkwy Suite 325, Louisville, KY 40222 • United States
3253 E. Chestnut Expressway Suite 320, Springfield, MO 65802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Golden Reserve Llc | Dublin | OH | 08/2012 | 04/2022 |
| Lasting Mark Llc | Louisville | KY | 01/2023 | Present |
| Northwest Bible Church | Hilliard | OH | 05/2022 | Present |
| Lasting Mark Retirement Group Llc | Louisville | KY | 04/2023 | Present |
Patrick Thomas Schmidt is a licensed insurance agent with Lasting Mark LLC. Investment related: Yes; 3253 E. Chestnut Expressway, Suite 320 Springfield, MO 65802; the nature of the other business: Group provides a variety of insurance products including Medicare Supplements, Life Insurance, Annuities, Health Insurance, and Property & Casualty Insurance; position, title, or relationship with the other business: Managing Director for the Annuity & Advanced Markets division of Lasting Mark LLC; January 1, 2023; 20 hours /month you devote to the other business; 12 hours devote to the other business during securities trading hours; Provide training and coaching to licensed agents as it relates to life insurance & annuities. Producer in licensed states for insurance products. Patrick Thomas Schmidt is the Executive Director for Northwest Bible Church in Hilliard, OH. It's a part-time role of 10 hours per week. He has no involvement in financial decisions. His part-time involvement is assisting the Pastoral team with leadership and organizational development.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-30 |
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