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Peter Charles Merzian

LPl Financial LLC

Creve Coeur, MO

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2004-05-19
  • MO RA
    APPROVED
    Since 2004-05-19

Branch Locations

12645 Olive Blvd Suite 209, Creve Coeur, MO 63141 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Creve Coeur MO 05/2004 Present
Previous Registrations
Other Businesses

1. 10/5/2005: NON-VARIABLE INSURANCE - INDEPENDENT INSURANCE AGENCY SELLING FIXED INSURANCE PRODUCTS. - CLAYTON, MO. 2. 4/19/2010: DBA ONLY - MERZIAN WEALTH MANAGEMENT, LLC - CLAYTON, MO. 3. 1/25/2013: DBA ONLY - STERLING PRIVATE CLIENT SERVICES - CLAYTON, MO. 4. 6/30/2020 - Lesslie Consulting, Inc. - Investment Related - At prospective client locations. - Non-Variable Insurance - Agent - Start Date: 07/01/2020 - 5 Hours Per Month/1 Hour During Securities Trading.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-08-18
S65 Uniform Investment Adviser Law Examination 1993-12-27
  • S63 Uniform Securities Agent State Law Examination
    2003-08-18
  • S65 Uniform Investment Adviser Law Examination
    1993-12-27

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