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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-12-02 |
| TX | RA | APPROVED | 2024-12-02 |
Branch Locations
16020 Swingley Ridge Rd., Suite 220, Chesterfield, MO 63017 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Visionary Wealth Advisors, Llc | St. Louis | MO | 04/2014 | 11/2019 |
| Mass Mutual Life Insurance Company | Fenton | MO | 04/2014 | 11/2019 |
| Mutual Advisors, Llc. | Omaha | NE | 11/2019 | 12/2024 |
| Lpl Financial | Chesterfield | MO | 12/2024 | Present |
1) 11/2024 - Fox Financial Group / DBA for LPL Business (entity for LPL business) / Inv. Related / Chesterfield. MO 63017 / Start date 05/21/2021 - 160 Hrs per month - 100% Time Spent 2) 11/2024 - Notary / Inv. Related / Chesterfield. MO 63017 / Start date 05/19/2023 - 4 Hrs per month - 1% Time Spent 3) 11/2024 - Independent Insurance Agent / Non-Variable Insurance / Inv. Related / Chesterfield. MO 63017 / Start date 01/15/2009 - 30 Hrs per month - 15 % Time Spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-03 |
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