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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-07-15 |
| MO | RA | APPROVED | 2016-09-15 |
Branch Locations
2360 E Sunshine St, Springfield, MO 65804 • United States
489 S Springfield Ave., Bolivar, MO 65613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Bank Of Missouri | Springfield | MO | 08/2014 | Present |
| Lpl Financial, Llc | Financial Services Consultant | MO | 07/2016 | Present |
1) 06/24/2016 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name The Private Client Group at The Bank of Missouri - at reported business location(s) - inv related 2) 06/24/2016 - BANK OF MISSOURI - Financial Institution Duty - at reported business location(s) - non-inv rel - start: 08/05/2014 - 32 hr/mth. 3) 02/07/2017 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name INVESTMENT SERVICES AT THE BANK OF MISSOURI - Investment Related - At Reported Business Location(s) - Started 07/13/2016 - 20 Hours per month/20 Hours during securities trading. 4) 11/07/2025 - Real Estate Rental - Treasure Island, FL - Investment Related - Start Date 12/05/2025 - 2 hours per month/ 0 hours during trading 5) 12/05/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name The Private Client Group at TBOM - Investment Related- At Reported Business Location(s) - Started 12/02/2025 - 0 Hours per month/during securities trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-15 |
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