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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-29 |
| MO | RA | APPROVED | 2025-07-07 |
Branch Locations
4013 Frontgate Dr Suite 107, Columbia, MO 65203 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
4013 Frontgate Dr Suite 107, Columbia, MO 65203 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 01/2013 | 12/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 12/2024 |
| Lincoln Investment | Fort Washington | PA | 02/2025 | 05/2025 |
| Lpl Financial | Columbia | MO | 06/2025 | Present |
| Unemployed | Columbia | MO | 02/2025 | 06/2025 |
1. Start Date: 04/01/2024 - Airbnb with real estate owned - Real Estate Rental - Investment Related - Columbia, MO 65203 - 0 Hrs/Mth - 0 Hrs During Trading. - Time Spent: 5 2. Start Date: 6/9/2025 - SteadFast Wealth LLC - DBA for LPL Business (entity for LPL business) - Investment Related - Columbia., MO 65203 - 30 Hrs/Mth - 5-10 Hrs During Trading. - Time Spent: 15
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-22 |
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