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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-13 |
| MO | RA | APPROVED | 2011-10-11 |
Branch Locations
2100 Hwy C, Old Monroe, MO 63369 • United States
10 Freise Industrial Drive, Moscow Mills, MO 63362 • United States
401 T R Hughes Blvd, O'FAllon, MO 63366 • United States
1093 Wentzville, Wentzville, MO 63385 • United States
100 Market Place Drive, Troy, MO 63379 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uvest Financial Services Group, Inc. | Charlotte | NC | 04/2010 | Present |
| Bank Of Old Monroe | Old Monroe | MO | 04/2010 | Present |
| Lpl Financial Llc | Old Monroe | MO | 10/2011 | Present |
1. 10/18/2011 - DBA ONLY - OLD MONROE INVESTMENT SERVICES 2. 11/22/2011-V-NO BANK DUTIES. I AM CONSIDERED A DUEL EMPLOYEE, BUT I DO NOT HAVE ANY DUTIES. I RECEIVE NO COMPENSATION OTHER THAN AS AN FA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-12 |
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