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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2018-04-09 |
Branch Locations
19 Research Park Court, Saint Charles, MO 63304 • United States
1232 Wentzville Pkwy, Wentzville, MO 63385 • United States
Lake St. Louis, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vantage Credit Union | Saint Charles | MO | 05/2014 | Present |
| Lpl Financial, Llc | Saint Charles | MO | 03/2017 | Present |
1. 3/31/2017 - Vantage Investment Services Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 6/22/2018 - Vantage Credit Union - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Start Date: 06/11/2018 - 10 Hours Per Month/10 Hours During Trading - Support the credit union in administration of IRA, deferred compensation and member service. 3. 8/17/2021 - Alltru. Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/07/2021 - 10 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-08 |
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