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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-04-08
TX RA APPROVED 2024-04-08
  • IL RA
    APPROVED
    Since 2024-04-08
  • TX RA
    APPROVED
    Since 2024-04-08

Branch Locations

143 N. Kansas Street, Edwardsville, IL 62025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Scottrade Chesterfield MO 04/2015 04/2022
Td Ameritrade, Inc. St. Louis MO 02/2018 04/2022
Td Ameritrade Investment Management, Llc Omaha NE 02/2018 04/2022
Schwab Wealth Advisory, Inc. Fenton MO 04/2022 04/2024
Charles Schwab & Co. Inc. Fenton MO 04/2022 04/2024
Lpl Financial Llc Edwardsville IL 04/2024 Present
  • 04/2015 → 04/2022
    Scottrade
    Chesterfield, MO
  • 02/2018 → 04/2022
    Td Ameritrade, Inc.
    St. Louis, MO
  • 02/2018 → 04/2022
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 04/2022 → 04/2024
    Fenton, MO
  • 04/2022 → 04/2024
    Charles Schwab & Co. Inc.
    Fenton, MO
  • 04/2024 → Present
    Edwardsville, IL
Previous Registrations
  • 2022-05-09 → 2024-04-19
    St. Louis, MO
    San Francisco, CA
    Fenton, MO
  • 2022-01-22 → 2022-05-09
    Td Ameritrade, Inc.
    St. Louis, MO
    Westlake, TX
  • 2018-02-26 → 2022-05-09
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    St Louis, MO
  • 2018-02-27 → 2018-10-26
    Td Ameritrade, Inc.
    St. Louis, MO
  • 2016-11-16 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
  • 2014-10-16 → 2014-11-21
    Chesterfield, MO
Other Businesses

1. 04/08/2024; DKA Homes; Real Estate Rental; Investment Related; ; Start Date 04/03/2024; 5hrs/mth; hrs during trading 2. 04/08/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Scheffel Financial Services; Investment Related; at Reported Business Location(s); Start Date 04/03/2024; 160hrs/mth; 8hrs during trading 3. 04/08/2024; Real Estate Rental; Real Estate Rental; Investment Related; Fenton MO,63026; Start Date 04/03/2024; 1hrs/mth; hrs during trading 4. 05/22/2026; DA Diamond Homes LLC; Real Estate Rental; Investment Related; Fenton,MO; Start Date 05/20/2026; 5hrs/mth; 5hrs during trading 5. 06/09/2026 - micro1 - Outside/W-2 Employment - Not Investment Related - Palo Alto, CA - Start Date 09/01/2026 - 10 hours per month/ 0 hours during trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-04-08
S66 Uniform Combined State Law Examination 2014-10-08
  • S63 Uniform Securities Agent State Law Examination
    2022-04-08
  • S66 Uniform Combined State Law Examination
    2014-10-08
Designations
Other Names
  • Drew Micheal Achter

View on SEC IAPD

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