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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-07-17 |
Branch Locations
520 Dix Road, Ste.D, Jefferson City, MO 65109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Chesterfield | MO | 03/2015 | 06/2019 |
| School | Troy | MO | 08/2000 | Present |
| Massmutual Life Insurance Co | Chesterfield | MO | 12/2014 | 06/2019 |
| Center Street Securities, Inc. | Nashville | TN | 06/2019 | 11/2023 |
| Center Street Advisors, Inc. | Nashville | TN | 06/2019 | 11/2023 |
| Arete Wealth Advisors, Llc | Chicago | IL | 03/2023 | 07/2024 |
| Arete Wealth Management, Llc | Chicago | IL | 11/2023 | 07/2024 |
| Lpl Financial Llc | Jefferson City | MO | 07/2024 | Present |
1) 06/28/2024 - Missouri Hills Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 06/28/2024 - Competition Hunting - Business Owner - Training dogs and competing in events - mo 65251 - Investment related - 40 Hours per month - Start date: 01/01/2018. 3) 01/21/2025- Business Underwriters Association- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/15/2025- 10 Hours Per Month- 10 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-31 |
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