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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-11-22 |
| TX | RA | APPROVED | 2021-11-22 |
Branch Locations
13358 Manchester Rd Ste 200, Des Peres, MO 63131 • United States
Washington, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities | Chesterfield | MO | 04/2009 | 03/2017 |
| Massmutual Life Insurance Co | Chesterfield | MO | 07/2016 | 11/2021 |
| Mml Investors Services, Llc | Chesterfield | MO | 03/2017 | 11/2021 |
| Lpl Financial, Llc | Des Peres | MO | 11/2021 | Present |
1. 11/22/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 2016 - 8 Hours Per Month - Selling Life insurance. 2. 11/22/2021 - Cornerstone Wealth Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/22/21. 3. 11/22/2021 - The Planify Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4. 2/14/2023 - Cornerstone Wealth Portfolios - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 2/1/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-27 |
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