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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 | 2021-07-21 |
Branch Locations
5933 Highway 94 Ste 205, Weldon Springs, MO 63304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Creve Coeur | MO | 07/2016 | 07/2021 |
| Matthew Rose | Creve Coeur | MO | 08/2016 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Lake St Louis | MO | 08/2016 | 07/2021 |
| Stl Wealth Lp | O'FAllon | MO | 05/2020 | 07/2021 |
| Christian Goeke Enterprises, Inc. | Lake St Louis | MO | 06/2020 | 07/2021 |
| Christian Goeke Limited Partnership | Lake St Louis | MO | 06/2020 | 07/2021 |
| Lpl Financial Llc | Edmond | OK | 07/2021 | Present |
1) 7/2020 - Business Entity For Tax/Investment Purposes Only - Christian Goeke Enterprises, Inc - Not Investment Related - 1 hr/mon - St Louis, MO 63367 2) 7/2021 - DBA for LPL Business (entity for LPL business) - STL Wealth - Investment Related - St Louis, MO 63367 3) 2018 - DBA for LPL Business (entity for LPL business) - STL Wealth, LP - Investment Related - Fallon, MO 63368 4) 7/2020 - Business Entity For Tax/Investment Purposes Only - Christian Goeke Limited Partnership - Not Investment Related - 1% - St Louis, MO 63367 5) 2/2020 - Business Entity For Tax/Investment Purposes Only - STL Wealth, LP - Not Investment Related - 40% - O'Fallon, MO 63368 6) 05/29/2024 - Christian Goeke Financial Services - Non-Inv Related - St Charles, MO - Business Entity For Tax/Investment Purposes Only - Started: 5/17/2024 - 1 Hr/Mo During Trading. 7) 12/18/2025-Associates of Clifton Park-Agent-Non-Variable Insurance-Inv Related-At Clifton Park, NY-Start date 12/09/2025-0hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-03 |
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