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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-06-18 |
Branch Locations
13358 Manchester Rd Ste 200, Des Peres, MO 63131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Des Peres | MO | 03/2025 | Present |
| Lpl Financial Llc | Des Peres | MO | 01/2025 | Present |
| Missouri Baptist University | Saint Louis | MO | 08/2022 | Present |
| Bio-One Of St. Charles | Chesterfield | MO | 06/2022 | 07/2024 |
| Holt High School | Wentzville | MO | 08/2018 | 05/2022 |
| Wentzville Middle School | Wentzville | MO | 08/2015 | 07/2018 |
1.03/27/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Cornerstone Wealth Portfolios; Investment Related; at Reported Business Location(s); Start Date 03/20/2025; 160hrs/mth; 8hrs during trading 2.03/27/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Planify Group; Investment Related; at Reported Business Location(s); Start Date 03/20/2025; 160hrs/mth; 8hrs during trading 3.08/20/2026; Missouri Rush Soccer Club; Coach/ Sports/ Fitness; Not Investment Related; O Fallon,MO; Start Date 08/24/2026; 30hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-13 |
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