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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-06-20 |
Branch Locations
14500 S. Outer 40, Ste 200, Town And Country, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Wealth Advisors, Inc. | Town & Country | MO | 02/2020 | Present |
| Springfield Remanufacturing Corporation (Src) | Springfield | MO | 05/2017 | 02/2020 |
| Maso Pizza Bar | Springfield | MO | 09/2016 | 05/2017 |
| Cetera Advisors Llc | Town And Country | MO | 09/2022 | 06/2023 |
| Lpl Financial Llc | Town And Country | MO | 06/2023 | Present |
1- 06/2023 / LEGACY WEALTH ADVISORS. INC / DBA for LPL Business (entity for LPL business) / Investment Related / 160 HRS Mnth / 100 Time SPnt Prcnt 2- 06/2023 / Lyft / Outside/W-2 Employment / NON Investment / 20 HRS MNTH / 5 Time Spnt Prcnt / start date 09/01/2022 3- 06/2023 / Uber / Outside/W-2 Employment / NON Investment / 5 HRS MNTH / 5 Time Spnt Prcnt / start date 09/01/2022 4- 06/20/2023 - Patricia Gardner Revocable Living Trust - Investment Related - Home Based - Act in a Fiduciary Capacity - Trustee and POA - Start Date 1/1/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-16 |
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