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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-09-02 |
Branch Locations
1401 S Brentwood Blvd Ste 400, St. Louis, MO 63144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | St. Louis | MO | 04/2023 | Present |
| Unemployed | Abu Dhabi | 01/2023 | 04/2023 | |
| Washington University In St. Louis | St. Louis | MO | 08/2021 | 12/2022 |
| Unemployed | St. Louis | MA | 06/2021 | 07/2021 |
| Northeastern University | Boston | MA | 08/2016 | 05/2021 |
| Wellington Management | Boston | MA | 06/2018 | 12/2018 |
| Grantham, Mayo, Van Otterloo | Boston | MA | 07/2019 | 12/2019 |
| Goldman Sachs | Seattle | WA | 07/2020 | 12/2020 |
1) 04/2024 - Gatewood Wealth Solutions / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 40 Hrs per month / 100% Time Spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-27 |
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