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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-03-26 |
| TX | RA | APPROVED | 2026-03-26 |
Branch Locations
38 Westwoods Drive Suite B, Liberty, MO 64068 • United States
14515 State Rd 23, Granger, IN 46530 • United States
38 B Westwoods Drive,, Liberty, MO 64068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2019 | 03/2026 |
| Self-Employed Independent Consultant | Liberty | MO | 01/2019 | 07/2019 |
| Symplr | Overland Park | KS | 02/2017 | 12/2018 |
| Api Healthcare (Acquired By Ge Healthcare In 2/2014) | Hartford | WI | 11/2009 | 02/2017 |
| Lpl Financial Llc | Liberty | MO | 03/2026 | Present |
1. 03/2026 - Emerald River Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - Granger IN 46530 - 160 Hrs/Mth - 160 Hrs During Trading - OBA start date: 3/26/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-12 |
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