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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2018-02-14 |
| TX | RA | APPROVED | 2018-02-14 |
Branch Locations
720 E Broadway, Columbia, MO 65201 • United States
5614 E Saint Charles Rd, Columbia, MO 65202 • United States
1000 W Nifong Blvd, Columbia, MO 65203 • United States
2711 W Broadway, Columbia, MO 65203 • United States
1009 Smiley Lane, Columbia, MO 65202 • United States
1920 Legends West Ave, Boonville, MO 65233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Central Bank Of Boone County | Columbia | MO | 04/2003 | Present |
| Invest Financial Corp. | Tampa | FL | 04/2007 | 02/2018 |
| Lpl Financial Llc | Columbia | MO | 02/2018 | Present |
1. 03/08/2018 - Central Investment Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 10/03/2022 - Investor Services Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Financial Advisor - Start Date - 02/20/2018 - 4 Hours Per Month/3 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-14 |
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