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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-04-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mccarthy And Company | St Louis | MO | 12/2016 | 08/2022 |
| Rising Stacks | St Louis | MO | 09/2018 | 07/2022 |
| Bradley University | Peoria | IL | 04/2015 | 12/2016 |
| Avantax Investment Services, Inc. | St. Louis | MO | 06/2019 | 04/2025 |
| Bradley University | Peoria | IL | 08/2013 | 12/2016 |
| Mccarthy Accounting Llc | St. Louis | MO | 08/2022 | Present |
| Lpl Financial | St. Louis | MO | 04/2025 | Present |
1) 04/2025 - McCarthy Accounting LLC / Tax Prep/Accounting/CPA / Inv Related / St Louis MO 63132 / Start date 08/01/2022 - 160 Hrs per month - 99% Time Spent 2) 03/09/2026 - Heirloom Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/15/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-22 |
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