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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-02-10 |
| TX | RA | APPROVED | 2025-02-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Cape Girardeau | MO | 06/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Cape Girardeau | MO | 11/2016 | 03/2021 |
| Visionary Wealth Advisors | Jackson | MO | 03/2021 | 03/2021 |
| Stifel Nicolaus & Co Inc | Cape Girardeau | MO | 06/2021 | 02/2023 |
| U.S. Bancorp Investments, Inc. | Cape Girardeau | MO | 02/2023 | 02/2025 |
| The Bank Of Missouri | Cape Girardeau | MO | 02/2025 | Present |
| Lpl Financial Llc | Cape Girardeau | MO | 02/2025 | Present |
1 - 01/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name INVESTMENT SERVICES AT THE BANK OF MISSOURI - Inv Related - At reported business location(s). 2 - 02/28/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name The Private Client Group at The Bank of Missouri - Investment Related - At Reported Business Location(s) - Start Date 02/10/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 3 - 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) - Start Date 12/10/2025 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-23 |
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