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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-14 |
| MO | RA | APPROVED | 2024-12-13 |
Branch Locations
151 E Us Highway 54, Camdenton, MO 65020 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weller Insurance And Financial Services | Osage Beach | MO | 04/2014 | 09/2016 |
| Client One Securities, Llc | Leawood | KS | 01/2016 | 12/2024 |
| Lpl Enterprise | Fort Mill | SC | 12/2024 | Present |
1) 12/02/2024 - Lewis Retirement Solutions LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported location(s) - OBA start Date 10/01/2016 - 160 HRS/month 2) 12/02/2024 - Anchor Land Holdings, LLC - Real Estate Rental - Investment Related - Osage Beach, MO 65065 - OBA start Date 01/01/2024 - 2 HRS/month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-17 |
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