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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-11 |
| KS | RA | APPROVED | 2026-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crosspointe Community Church | St. Joseph | MO | 08/1982 | Present |
| Medical Staffing Of Northwest Missouri | St. Joseph | MO | 11/2016 | 11/2016 |
| Midwest Laser Aesthetics, Llc | St. Joseph | MO | 09/2013 | 11/2016 |
| Mid America Sleep Services, Llc | St. Joseph | MO | 02/2015 | 11/2016 |
| Berthel, Fisher & Company Financial Services, Inc | Atchison | KS | 11/2016 | 03/2026 |
| Bfc Planning, Inc. | Atchison | KS | 11/2016 | 03/2026 |
| Lpl Financial Llc | Atchison | KS | 03/2026 | Present |
1. 03/2026 - CrossPointe Community Church - Outside/W-2 Employment - Not Investment Related - 30 Hrs/Mth - 20 Hrs During Trading - Saint Joseph, MO 64503 - OBA Start Date: 08/01/1982 3. 02/2026 - Tony Buford - Non-Variable Insurance - Investment Related - 10 Hrs/Mth - 10 Hrs During Trading - St. Joseph, MO 64506 - OBA Start Date: 10/01/2016 3. 03/2026 - Caudle Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 140 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 03/10/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-13 |
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