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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-06-18 |
| TX | RA | APPROVED | 2025-06-18 |
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 | 08/2008 | 05/2025 |
| Lpl Financial Llc | Des Peres | MO | 06/2025 | Present |
1. 06/17/2025- VERITAS WEALTH STRATEGIES- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- Start Date 06/03/2025 2. 06/17/2025- CORNERSTONE WEALTH SERVICES- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- Start Date 05/28/2025 3. 06/17/2025- CORNERSTONE WEALTH PORTFOLIOS- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- Start Date 05/28/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-16 |
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