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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-21 |
| CO | RA | APPROVED | 2021-07-21 |
| FL | RA | APPROVED | 2021-07-21 |
| IL | RA | APPROVED | 2021-07-21 |
| KS | RA | APPROVED | 2021-07-21 |
| MI | RA | APPROVED | 2021-07-21 |
| MO | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Wentzville | MO | 12/2005 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Wentzville | MO | 08/2006 | 07/2021 |
| Stl Wealth Lp | O'FAllon | MO | 05/2020 | 07/2021 |
| Lpl Financial Llc | Wentzville | MO | 07/2021 | Present |
1) 5/2020 - DBA for LPL Business (entity for LPL business) - STL Wealth, LP - Investment Related - Wentzville, MO 63385 2) 5/2020 - Business Entity For Tax/Investment Purposes Only - STL Wealth, LP - Not Investment Related - 40 hr/mon - O'Fallon, MO 63368
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-28 |
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