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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-03-31 |
Branch Locations
13358 Manchester Rd Ste 200, Des Peres, MO 63131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2006 | 02/2026 |
| Lpl Financial Llc | Des Peres | MO | 03/2026 | Present |
1. 03/2026 - Next Chapter Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Saint Louis, MO, 63131 - OBA Start Date: 03/31/2026 2. 03/2026 - Cornerstone Wealth Portfolios - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 130 Hour(s) During Trading - Saint Louis, MO, 63131 - OBA Start Date: 03/31/2026 3. 03/2026 - Cornerstone Wealth Services - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 130 Hour(s) During Trading - Saint Louis, MO, 63131 - OBA Start Date: 03/31/2026 4. 03/2026 - Start2Finish - Outside/W-2 Employment - Not Inv Related - 6 Hour(s)/Month - 0 Hour(s) During Trading - Saint Louis, MO, 63119 - OBA Start Date: 11/01/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-11 |
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