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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-08-27 |
| TX | RA | APPROVED | 2025-08-27 |
Branch Locations
1420 West Business 60 Highway, Dexter, MO 63841 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2014 | 08/2025 |
| Lpl Financial Llc | Dexter | MO | 08/2025 | Present |
1.08/27/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Worley Monroe Advisors; Investment Related; at Reported Business Location(s); Start Date 08/28/2025; hrs/mth; hrs during trading 2.08/27/2025; Monroe Financial Services LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 08/27/2025; 160hrs/mth; hrs during trading 3.08/27/2025; Monroe Investment Property LLC; Business Owner; Not Investment Related; ; Start Date 12/11/2018; 3hrs/mth; hrs during trading 4.08/27/2025; Monroe Investment Property LLC; Real Estate Rental; Investment Related; 1421 County Road 403 Dexter,MO; Start Date 10/01/2023; 2hrs/mth; hrs during trading 5.02/25/2026; Monroe Investment Property LLC; Real Estate Rental; Investment Related; Dexter,MO; Start Date 02/24/2026; 5hrs/mth; 0hrs during trading 6.02/25/2026; Monroe Investment Property LLC; Real Estate Rental; Investment Related; Dexter,MO; Start Date 02/24/2026; 5hrs/mth; 0hrs during trading 7.07/28/2026; Monroe Financial LLC; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 07/27/2026; 10hrs/mth; 10hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-09 |
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