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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-08-05 |
Branch Locations
123 W 2Nd St, Holden, MO 64040 • United States
401 North Maguire St., Warrensburg, MO 64093 • United States
401 Fairgrounds Ave, Higginsville, MO 64037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Central Trust Bank | Chesterfield | MO | 11/2021 | Present |
| Warrensburg Piranhas | Warrensburg | MO | 09/2020 | Present |
| Ucm Surplus | Warrensburg | MO | 06/2018 | 05/2021 |
| Truman Title | Warrensburg | MO | 05/2021 | 11/2021 |
| Ucm | Warrensburg | MO | 06/2016 | 08/2018 |
| Midwest Pool Management | Warrensburg | MO | 06/2015 | 06/2018 |
| Lpl Financial Llc | Chesterfield | MO | 11/2021 | Present |
1) 3/2022- Central Investment Advisors-DBA for LPL Business (entity for LPL business)- inv. related- at reported business location(s) 2) 3/2022- Warrensburg Piranhas Swim club- outside employment/ swim coach- non-inv. related- Warrensburg, MO- start date 2020- 20hrs/mth 3) 3/22/2023 - Investor Services Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 01/01/2022 - 160 Hours Per Month/140 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-04 |
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