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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-23 |
| SC | RA | APPROVED | 2024-09-18 |
| MO | RA | APPROVED | 2024-09-13 |
Branch Locations
Saint Louis, MO • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
5626 Greenton Way, Saint Louis, MO 63128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 09/2017 | 06/2018 |
| Golterman & Sabo | St. Louis | MO | 05/2017 | 08/2017 |
| Wells Fargo | St. Louis | MO | 09/2015 | 05/2017 |
| Trevor John, Llc | St. Louis | MO | 07/2017 | 09/2017 |
| Ameriprise Financial Services, Inc. | Valparaiso | IN | 06/2018 | 07/2018 |
| Uber/Postmates | St. Louis | MO | 07/2018 | 08/2018 |
| Cliftonlarsonallen Wealth Advisors, Llc | St. Louis | MO | 09/2018 | 02/2019 |
| Edward Jones | St.LOuis | MO | 03/2019 | 09/2021 |
| Prosperity Capital Advisors | Westlake | OH | 09/2021 | 05/2022 |
| Chamberlin Group Tax And Wealth Advisors | St. Louis | MO | 09/2021 | 05/2022 |
| Stifel, Nicolaus & Company, Incorporate | St. Louis | MO | 06/2022 | 08/2022 |
| Cadaret Grant & Co., Inc. | Syracuse | NY | 08/2022 | 07/2023 |
| Brookstone Capital Management | Wheaton | IL | 10/2023 | 09/2024 |
| Lpl Enterprise, Llc | Fort Mill | SC | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-16 |
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