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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-27 |
| MO | RA | APPROVED | 2020-01-22 |
Branch Locations
206 N 5Th St, Saint Charles, MO 63301 • United States
3461 Technology Dr, Lake Saint Louis, MO 63367 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp | Tampa | FL | 07/2008 | 02/2018 |
| Lpl Financial Llc | St. Charles | MO | 02/2018 | Present |
| First State Bank Of St. Charles, Missouri | Saint Charles | MO | 02/2018 | Present |
1. 01/09/2018 - First State Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-24 |
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