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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-08-20 |
| MO | RA | APPROVED | 2018-02-14 |
Branch Locations
1860 Bagnell Dam Blvd, Lake Ozark, MO 65049 • United States
3848 Osage Beach Pkwy, Osage Beach, MO 65065 • United States
101 Dogwood Lane, Laurie, MO 65037 • United States
170 E Us Highway 54, Camdenton, MO 65020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp | Tampa | FL | 05/2010 | 02/2018 |
| Central Trust Bank | Warrensburg | MO | 05/2010 | Present |
| Lpl Financial Llc | Odessa | MO | 02/2018 | Present |
1. 02/14/2018 - INVESTOR SERVICES INSURANCE, INC- Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 01/01/11- 5 During Securities Trading. 2. 03/08/2018 - Central Investment Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-09 |
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