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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-11-04 |
Branch Locations
425 N New Ballas Rd Ste 102, Creve Coeur, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westminster Christian Academy | Town And Country | MO | 08/2021 | Present |
| Truman State University | Kirksville | MO | 08/2005 | 07/2021 |
| Lpl Financial | Creve Coeur | MO | 04/2022 | Present |
1- 06/30/2022 - The Compass Wealth Group, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 2. 06/30/2022 - KIRKSVILLE AREA VOLLEYBALL ASSOCIATION LLC - Not Investment Related - Home Based - For Profit Business - Owner - Start Date: 2010 - 10 Hours Per Month/0 Hours During Securities Trading. 3.06/30/2022 - ROM828 LLC - Business Entity For Tax/Investment Purposes Only - Non Investment Related - Home Based - Start Date: 3/2019 - 0 Hours Per Month/0 Hours During Securities Trading. 4) 06/18/2025 - Youth Volleyball Clubs Group LLC - Not Investment Related - Outside/W-2 Employment - .O'Fallon, MO - Start Date:06/16/2025 - 50 Hrs/Mth - 1 Hrs During Trading. 5) 06/24/2025 - Maryville University - Not Investment Related - Other - Volleyball Coach - St Louis, MO - Start Date:06/23/2025 - 30 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-29 |
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