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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-09-16 |
Branch Locations
3848 Osage Beach Pkwy, Osage Beach, MO 65065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel | Jefferson City | MO | 11/2021 | 08/2022 |
| Regions Bank | Jefferson City | MO | 08/2020 | 11/2021 |
| Jack Henry & Associates | Springfield | MO | 02/2020 | 06/2020 |
| Central Bank | Springfield | MO | 12/2017 | 08/2019 |
| Hampton Inn South | Springfield | MO | 04/2019 | 02/2020 |
| Twin Oaks Country Club | Springfield | MO | 02/2017 | 04/2018 |
| Columbia College | Columbia | MO | 08/2016 | 02/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Springfield | MO | 08/2022 | 09/2025 |
| Lpl Financial | Osage Beach | MO | 09/2025 | Present |
| Central Trust Bank | Osage Beach | MO | 09/2025 | Present |
1-11/07/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Central Investment Advisors - Investment Related - At Reported Business Location(s) - Start Date 11/07/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-08 |
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