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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
11960 Westline Industrial Blvd Ste 235, St Louis, MO 63146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Bancorp Investments, Inc | Clayton | MO | 05/2004 | 04/2017 |
| Waddell & Reed, Inc | St Louis | MO | 04/2017 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | St Louis | MO | 04/2017 | 07/2021 |
| Gemini Wealth Group Llc | St Louis | MO | 06/2020 | 07/2021 |
| Lpl Financial Llc | St Louis | MO | 07/2021 | Present |
1)07/16/2021- Gemini Wealth Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 04/2021 2)07/16/2021 - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 07/2021 3)07/16/2021 - Gemini Wealth Group LLC - Business Entity For Tax/Investment Purposes Only - Inv Rel - At Reported Business Location(s) - Start: 04/2019
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 1983-11-15 |
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