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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-19 |
| MO | RA | APPROVED | 2022-05-04 |
Branch Locations
1920 Legends West Ave, Boonville, MO 65233 • United States
416 E Spring St, Boonville, MO 65233 • United States
720 E Broadway, Columbia, MO 65201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fatima High School | Westphalia | MO | 08/2014 | 05/2018 |
| Central Bank | Jefferson City | MO | 05/2018 | 08/2018 |
| Westminster College | Fulton | MO | 08/2018 | 05/2021 |
| Central Bank | Jefferson City | MO | 05/2021 | Present |
| Central Bank | Jefferson City | MO | 10/2020 | 05/2021 |
| Lpl Financial, Llc | Jefferson City | MO | 05/2021 | Present |
1. 09/23/2021 - CENTRAL INVESTMENT ADVISORS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ JEFFERSON CITY, MO 2. 05/10/2022 - Investor Services Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Financial Advisor - Start Date - 05/10/2021 - 40 Hours Per Month/ 40 Hours During Securities Trading 3. 10/03/2022 - KD Property Management - Investment Related - Ashland, MO 65010 - Real Estate Rental - Start Date - 09/02/2022 - 20 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-22 |
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