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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2018-11-06 |
| TX | RA | APPROVED | 2018-06-21 |
| CA | RA | APPROVED | 2018-02-14 |
| IA | RA | APPROVED | 2018-02-14 |
| MO | RA | APPROVED | 2018-02-14 |
Branch Locations
700 Southwest Blvd, Jefferson City, MO 65109 • United States
Jefferson Bank 2815 W Truman Blvd, Jefferson City, MO 65109 • United States
Jefferson Bank 1910 Southwest Blvd, Jefferson City, MO 65109 • United States
Jefferson Bank 901 Eastland Dr, Jefferson City, MO 65101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investors Services | Jefferson City | MO | 11/2005 | Present |
| Invest Financial Corporation | Jefferson City | MO | 04/2007 | 02/2018 |
| Lpl Financial Llc | Jefferson City | MO | 02/2018 | Present |
1. 02/14/2018 - JB Investor Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 2018. 2. 02/14/2018 - InvestorServices - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 02/14/2018 - Central Investment Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 2007. 4. 02/14/2018 - Investor Services Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 2012. 5. 7/14/2021 - Gravell Holdings LLC - Investment Related - Jefferson City MO 65109 - Real Estate Rental - Started 09/28/2018 - 1 Hour Per Month/0 Hours During Securities Trading - Bought a piece of commercial rental property. 6. 04/26/2022 - No Business Name - Investment Related - OSAGE COUNTY MO 72 ACRES HWY 100 AND ROUTE Z - Real Estate Rental - Start Date - 04/06/2022 - 1 Hours Per Month/0 Hours During Securities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-12 |
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