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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-26 |
| MO | RA | APPROVED | 2022-12-14 |
Branch Locations
3240 N Hwy 67, Florissant, MO 63033 • United States
13849 Manchester Rd, Ballwin, MO 63011 • United States
100 Progress Point Court, O'FAllon, MO 63368 • United States
19 Research Park Court, Saint Charles, MO 63304 • United States
1467 W. 5Th Street, Eureka, MO 63025 • United States
Festus, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rich's Frozen Custard | Festus | MO | 05/2017 | 08/2017 |
| Rich's Frozen Custard | Festus | MO | 05/2018 | 08/2018 |
| Wood & Huston Bank | Cape Girardeau | MO | 12/2019 | 05/2021 |
| Vantage Credit Union | Saint Louis | MO | 07/2021 | 04/2022 |
| Full-Time Student | Cape Girardeau | MO | 08/2017 | 05/2021 |
| Full-Time Student | Festus | MO | 01/2012 | 04/2017 |
| Lpl Financial Llc | Charles | MO | 03/2022 | Present |
| Alltru Investment Services | Wentzville | MO | 01/2022 | Present |
| Vantage Credit Union | Saint Louis | MO | 04/2022 | Present |
1)3/2022- VANTAGE CREDIT UNION- Financial Institution Duty/ Associate Financial Advisor- inv. related- Charles, MO - start date 7/2021- 5hrs/mth 2)2/15/2023 - Vantage Investment Services Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Financial advisor - Start Date - 03/31/2022 - 20 Hours Per Month/20 Hours During Securities Trading 3) 2/15/2023 - Alltru. Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Financial advisor - Start Date - 01/19/2023 - 10 Hours Per Month/10 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-12 |
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