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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2018-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kammerich Insurance | Boonville | MO | 08/1984 | Present |
| Lpl Financial | Boonville | MO | 11/2009 | Present |
| Personal Financial Group Ria | Overland Park | KS | 11/2009 | Present |
1. 11/18/09 - REAL ESTATE RENTAL, KAMMERICH PROPERTIES, RENT OFFICE SPACE TO ENGINEERING FIRM IN SAME BUILDING AS OUR OFFICE;1121 MAIN ST, BOONVILLE MO 65233, 1% OF TIME. 2. 12/08/2010 - REGISTERED INVESTMENT ADVISOR DBA, PERSONAL FINANCIAL GROUP, 50% OF TIME SPENT. 3. 8/14/2013: DBA ONLY - PERSONAL FINANCIAL GROUP - BOONVILLE, MO. 4. 12/10/2014: NON-VARIABLE INSURANCE - KAMMERICH INSURANCE - STARTED 08/01/1984 - INVESTMENT RELATED - 20 HOURS PER MONTH/10 HOURS DURING TRADING - BOONVILLE, MO. 5. 6/15/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/01/1990 - 1 Hour Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-27 |
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