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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-03-01 |
Branch Locations
1401 S Brentwood Blvd Ste 400, St. Louis, MO 63144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buckingham Asset Management, Llc | Clayton | MO | 10/2017 | 05/2023 |
| Us Bank | Saint Louis | MO | 02/2016 | 10/2017 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 05/2023 | 01/2024 |
| Lpl Financial Llc | St Louis | MO | 01/2024 | Present |
1)02/28/2024 - Gatewood Wealth Solutions - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2024 - 100 % of time
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-06-10 |
| S65 | Uniform Investment Adviser Law Examination | 2019-10-14 |
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