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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Central Bank | Sedalia | MO | 02/2025 | Present |
| Bothwell Regional Health Center | Sedalia | MO | 11/2024 | 01/2025 |
| Anchor Point Advisory Group Fka Wilson Toellner Cpa | Sedalia | MO | 12/2015 | 10/2024 |
| Lpl Financial | Sedalia | MO | 02/2025 | Present |
1 - 02/2025 - Central Investment Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s). 403 W Broadway Blvd Sedalia, MO 65301 Financial Planning/Advising - DBA for LPL Business Para Planner 02/10/2025 175 hours per month/Full Time Employment All my time is spent working during securities trading hours/ 8:30 - 3:00 CT each day Current duties include: Answering phones/clerical and administrative duties - After I obtain my series 7, 66, and insurance license, I will begin training to be an advisor. SIE has already been attained.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-20 |
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