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13611 Barrett Office Dr., Ste. 100, Manchester, MO 63021 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2016-02-10 |
| IL | RA | APPROVED | 2016-01-04 |
Branch Locations
13611 Barrett Office Dr., Ste. 100, Manchester, MO 63021 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco / Private Ledger) | Ballwin | MO | 11/2003 | Present |
| The Yanker Group, Inc. | Ballwin | MO | 12/2015 | Present |
1. 11/21/2003: No Business Name - Non-Variable Insurance - INV REL - At Reported Business Location(s) - COMMISSION THRU GROUP HEALTH, LIFE AND DENTAL PRODUCTS 2. 12/15/2003: THE YANKER GROUP - WEALTH MANAGEMENT SERVICES - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location(s) 3. 06/16/2006: Curt Center - Real Estate Rental - INV REL - At Reported Business Location(s) - shopping center in Muskogee OK named Curt Center - 2% Time Spent 4. 12/19/2007: Anthem Blue Cross Blue Shield - Non-Variable Insurance - INV REL - At Reported Business Location(s) - I am appointed with Anthem Blue Cross/Blue Shield to sell health insurance. - 1% Time Spent 5. 08/17/2009: No Business Name - Real Estate Rental - INV REL - 13611 Barrett Office Dr. ste. 100 Manchester, MO. 63021 - RENTING AN OFFICE IN OUR NEW OFFICE BUILDING - 1% Time Spent 6. 01/29/2015 - The Yanker Group - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location(s) - Start 12/31/2004 - 40 Hr/Mo; 40 Hours During Securities Trading 7. 07/21/2016: The Yanker Group - Registered Investment Advisor Hybrid - (Hybrid) The Yanker Group - INV REL - At Reported Business Location(s) - Start 02/03/2016 - IAR - Financial planning analysis and projections - 40 Hr/Mo; 8 Hours During Securities Trading. 8. 11/18/2020 - Siblings Estates LLC - Not Investment Related - 2301 Lafayette Ave. St. Louis, MO 63104 - Other-Business Owner - Start Date: 3/1/2021 - 0 Hours Per Month/0 Hours During Securities Trading - Rehabbing a property to convert to a bed and breakfast. 9. 2/3/2021 - HLM Hospitality LLC - Investment Related - Home Based & Hermann MO 65041 - Real Estate Rental - Start Date: 03/01/2021 - 5 Hours Per Month/0 Hours During Securities Trading - Bed and breakfast with niece. 10. 03/14/2022- The Fancy Pheasant LLC - Investment Related - Hermann MO 65041 - Other - Passive Investor - Investor - Start Date - 02/01/2022 - 0 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 1984-04-18 |
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