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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-04-02 |
Branch Locations
14515 N. Outer 40 Road Ste 100, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Chesterfield | MO | 07/2025 | Present |
| Unemployed | St. Louis | MO | 03/2025 | 07/2025 |
| Applied Materials Inc. | Santa Clara | CA | 08/2022 | 03/2025 |
| Unemployed | St. Louis | MO | 06/2022 | 08/2022 |
| Santa Clara University | Santa Clara | CA | 08/2018 | 06/2022 |
| Sensiba Llp | San Jose | CA | 07/2021 | 01/2022 |
| Chaminade College Preparatory | St. Louis | MO | 07/2014 | 06/2018 |
| Forest Hills Country Club | Chesterfield | MO | 06/2016 | 09/2016 |
| Forest Hills Country Club | Chesterfield | MO | 06/2017 | 09/2017 |
| Forest Hills Country Club | Chesterfield | MO | 06/2018 | 08/2018 |
| Forest Hills Country Club | Chesterfield | MO | 06/2019 | 09/2019 |
| Waters Financial Group Inc. | Chesterfield | MO | 06/2020 | 09/2020 |
1) 10/13/2025 - Waters Financial Group, Inc / DBA for LPL Business (entity for LPL business) / Inv Related / At reported business location (s) / Start Date:08/26/2025- 160 Hrs/Mth - 8 Hrs During Trading. - 100% time spent
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-27 |
| S65 | Uniform Investment Adviser Law Examination | 2026-02-02 |
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