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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-11-14 |
| MO | RA | APPROVED | 2024-11-14 |
Branch Locations
48 Ne Sycamore St, Lee'S Summit, MO 64086 • United States
Blue Springs, MO • United States
12312 Olive Boulevard Suite 300, St Louis, MO 63141-6474 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | St Louis | MO | 07/2020 | 11/2024 |
| Unemployed | Blue Springs | MO | 03/2020 | 06/2020 |
| Automation Dynamics, Llc | Independence | MO | 01/1997 | 03/2020 |
| The Prudential Insurance Company Of America | St Louis | MO | 01/2021 | 01/2021 |
| The Prudential Insurance Company Of America | St Louis | MO | 01/2021 | Present |
| Lpl Enterprise, Llc | St. Louis | MO | 11/2024 | Present |
1) 10/30/2024 - Caravus LLC - This company provides group health insurance. I will use them for a resource when I work with a business needing group health insurance - Non-Variable Insurance - Inv Related - At ST. LOUIS, MO - Start Date 04/13/2023 - 1hrs/mth - 1hrs/mth During Trading 2) 10/16/2024 - Twombly Endeavors, LLC - This LLC is used for my financial advisor income from Prudential/LPL - Business Entity for Tax/Investment Purposes Only - Inv Related - At ST. LOUIS, MO - Start Date12/14/2011 - 1hrs/mth - 0hrs/mth During Trading 3) 10/16/2024 - TwoSaun Farm, LLC - Farm land from inheritance. The farm is rented to local farmer to farm and sell the crops who then pays for the opportunity to do so - Business Entity for Tax/Investment Purposes Only - Non Inv Related - At ST. LOUIS, MO - Start Date 05/13/2020 - 2hrs/mth - 0hrs/mth During Trading 4) 10/16/2024 - Envision Strategies, LLC - Financial Advisor. Provide investments and advice, annuities, life insurance and financial planning - DBA for LPL Business (entity for LPL business) - Inv Related - At ST. LOUIS, MO - Start Date 03/17/2023 - 180hrs/mth - 180hrs/mth During Trading 5) 10/16/2024 - Business Cost Reduction, LLC - Business services consulting. I work with people who have a business that has asked for my help on various aspects of running a business - Business Owner - Non Inv Related - At ST. LOUIS, MO - Start Date 06/14/2023 - 4hrs/mth - 0hrs/mth During Trading 6) 10/16/2024 - Automation Dynamics, LLC - As previous owner of the company, I am sometimes asked to help with various aspects of the business - Outside/W-2 Employment - Non Inv Related - At ST. LOUIS, MO - Start Date 08/01/2020 - 1hrs/mth - 0hrs/mth During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-29 |
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