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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-02-13 |
Branch Locations
1301 Southwest Boulevard, Jefferson, MO 65109 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bert Doerhoff Cpa A/K/A Doerhoff & Associates Cpa, Llc | Jefferson City | MO | 10/2017 | Present |
| Mid America Bank | Linn | MO | 05/2012 | 10/2017 |
| Aura Wealth Advisors Llc | Jefferson City | MO | 08/2018 | Present |
| Lpl Financial | Jefferson City | MO | 02/2024 | Present |
1)01/12/2024 - Hood Financial Group, Inc. - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2024 - 80 Hr/Mth 2)01/12/2024 - Hood Professional Services - Tax Prep/Accounting/CPA - Inv Rel - At Reported Business Location(s) - Start: 11/2023 - 80 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-27 |
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