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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-02-17 |
Branch Locations
3533 Country Club Dr, Jefferson City, MO 65109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Target | Jefferson City | MO | 06/2017 | 05/2018 |
| Jefferson Bank Of Missouri | Jefferson City | MO | 05/2019 | 08/2019 |
| Salon Service Group | Springfield | MO | 09/2019 | 03/2020 |
| Hy-Vee | Jefferson City | MO | 04/2020 | 06/2020 |
| Northwestern Mutual | Columbia | MO | 05/2020 | 10/2020 |
| O'REilly Auto Parts | Springfield | MO | 01/2021 | 05/2021 |
| Missouri Hills Wealth Management | Jefferson City | MO | 12/2020 | 08/2021 |
| Helias Catholic High School | Jefferson City | MO | 08/2014 | 05/2018 |
| Missouri State University | Springfield | MO | 08/2018 | 05/2021 |
| Lpl Financial, Llc | Jefferson City | MO | 12/2020 | 06/2022 |
| Schnieders Property Management, Llc | Jefferson City | MO | 02/2022 | Present |
| Define Financial, Llc | Jefferson City | MO | 07/2022 | 11/2022 |
| Central Trust Bank | Jefferson City | MO | 02/2023 | Present |
| Lpl Financial, Llc | Jefferson City | MO | 02/2023 | Present |
1) 02/2023 - Central Investment Advisors - DBA for LPL Business (entity for LPL business) - Inv. rel. - At reported business location(s) 2) 02/2023 - Schnieders Property Management, LLC - Real Estate Rental - Co-owner, Property Manager - Inv. rel. - Jefferson City, MO - 1hr - 12/03/2021
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-05 |
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