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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-10-04 |
Branch Locations
12813 Flushing Meadows Dr #270, Town & Country, MO 63131 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Chicago | IL | 12/2022 | Present |
| Deloitte & Touche, Llp | Chicago | IL | 07/2021 | 12/2022 |
| University Of Missouri-Columbia | Columbia | MO | 08/2020 | 07/2021 |
| Ernst & Young | Chicago | IL | 06/2020 | 08/2020 |
| University Of Missouri-Columbia | Columbia | MO | 03/2020 | 06/2020 |
| Deloitte & Touche, Llp | Saint Louis | MO | 01/2020 | 03/2020 |
| University Of Missouri-Columbia | Columbia | MO | 08/2019 | 01/2020 |
| Martiz | Saint Louis | MO | 05/2019 | 08/2019 |
| University Of Missouri-Columbia | Columbia | MO | 08/2016 | 05/2019 |
1- 12/2022 / The Hauser Group, INC / Tax Prep/Accounting/CPA / INVESTMENT RELATED / ST. LOUIS, MO 2- 12/2022 / Hauser Group Wealth Management / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / CHICAGO, IL
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-05 |
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