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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-07-21 |
| MO | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
16290 Westwoods Business Park, Ellisville, MO 63021 • United States
575 Marshall Dr Ste 1500, Saint Robert, MO 65584 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc. | St. Louis | MO | 05/2011 | 12/2020 |
| Waddell & Reed, Inc. | Ellisville | MO | 12/2020 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Wildwood | MO | 12/2020 | 07/2021 |
| Lpl Financial Llc | Ellisville | MO | 07/2021 | Present |
1) Jones Investment Group / DBA for LPL Business (entity for LPL business) / Investment Related / 0 HR / MO / 5275 East Trindle Road Ste 201 Mechanicsburg PA 17050 2) 03/06/2025 - RMW Rocky Mountain Wealth Advisory Group LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) -Start Date:03/04/2025 - 5 Hrs/Mth - 5 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-04 |
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