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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-05-07 |
| TX | RA | APPROVED | 2026-05-07 |
Branch Locations
16020 Swingley Ridge Rd Suite 100, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clayton | MO | 03/2017 | 05/2026 |
| Bank Of America, N.A. | Clayton | MO | 03/2017 | 05/2026 |
| Helzberg Diamonds | St. Louis | MO | 06/2016 | 01/2020 |
| H&R Block | St. Louis | MO | 11/2015 | 03/2017 |
| Lpl Financial | Chesterfield | MO | 05/2026 | Present |
1. 5/2026 - Amanah Wealth Management - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month - 40 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 04/27/2026 2. 5/2026 - Barakah Wealth Management - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month - 40 Hour(s) During Trading - At Reported business location(s) - OBA Start date 04/20/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-02 |
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