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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-12-06 |
Branch Locations
111 E Miller St, Jefferson City, MO 65101 • United States
700 Southwest Blvd, Jefferson City, MO 65109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Jefferson City | MO | 11/2021 | Present |
| Jefferson Bank, A Division Of The Central Trust Bank | Jefferson City | MO | 06/2017 | 08/2021 |
| Central Mortgage Company, A Division Of The Central Trust Bank | Jefferson City | MO | 06/2016 | 06/2017 |
| Central Investment Advisors | Jefferson City | MO | 08/2021 | Present |
1) 11/2021- JB Investor Services- DBA for LPL Business (entity for LPL business)- inv. related- JEFFERSON CITY, MO 2) 11/2021- Investor Services- DBA for LPL Business (entity for LPL business)- inv. related- JEFFERSON CITY, MO 3) 01/13/2022 - Investor Services Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 01/05/2022 - 8 Hours Per Month/1 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-27 |
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