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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-10-01 |
| MO | RA | APPROVED | 2011-01-18 |
Branch Locations
19 Research Park Court, Saint Charles, MO 63304 • United States
1232 Wentzville Pkwy, Wentzville, MO 63385 • United States
611 N Lindbergh Blvd, Creve Coeur, MO 63141 • United States
Edwardsville, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vantage Credit Union | Saint Charles | MO | 03/2006 | Present |
| Lpl Financial Llc | Saint Charles | MO | 11/2007 | Present |
1. 10/19/2007 - Vantage Investment Services Group - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 2. 5/26/2017 - Members Resource, LLC- Not Investment Related - At Reported Business Location(s) - Financial Institution Duty - President/CEO - Start 06/01/2017 - 40 Hours Per Month/2 Hours During Securities Trading - Vantage Credit Union's CUSO. 3. 10/22/2020 - Alltru. Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 11/17/2020 - 4 Hours Per Month During Securities Trading. 4. 12/10/2021 - Vantage Credit Union - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Chief Growth & Revenue Officer and President of CUSO Operations - Start Date: 12/03/2021 - 80 Hours Per Month/40 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-27 |
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