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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-29 |
| MO | RA | APPROVED | 2025-04-22 |
Branch Locations
16290 Westwoods Business Park, Ellisville, 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 |
|---|---|---|---|---|
| Common Cents Coaching | Raleigh | NC | 01/2010 | 07/2016 |
| Cutter & Company, Inc | Ballwin | MO | 10/2015 | 01/2021 |
| Woodbury Financial Services Inc | Saint Louis | MO | 01/2021 | 01/2024 |
| Osaic Wealth, Inc. | Saint Louis | MO | 01/2024 | 04/2025 |
| Lpl Financial | Ellisville | MO | 04/2025 | Present |
1 - 04/21/2025 - Datingourmoney.com - Author - Not Inv Related - MO 63131 - OBA Start Date: 10/13/2015 - 0 Hrs/Mth - 0 Hrs During Trading. 2 - 04/21/2025 - Glen Arbor & Grandmar LLC - Real Estate Rental - Inv Related - 3 Hours/Month - MI 49696 - OBA Start Date: 06/30/2023. 3 - 04/21/2025 - Rental Property - with son - Real Estate Rental - Inv Related - 3 Hours/Month - FL 33803 - OBA Start Date: 10/01/2019 - 4 - 04/21/2025 - Rental Property - with husband - Real Estate Rental - Inv Related - 1 Hour/Month - FL 33813 - OBA Start Date: 10/01/2019. 5 - 04/21/2025- Leslie Greenman Wealth Management LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - MO 63131 - OBA Start Date: 06/01/2015 -0 Hrs/Mth - 0 Hrs During Trading. 6 - 04/21/2025 - WESTWARD FINANCIAL STRATEGIES - DBA for LPL Business (entity for LPL business) - Inv Related - 40 Hours/Month - 90 Hours During Trading - At reported business location(s) - 40 Hrs/Mth - 90 Hrs During Trading. 7) 05/28/2025 - Camps Leelanau & Kohahna - Not Inv. Related - Maple City, MI - Outside/W-2 Employment - Start Date:06/04/2025 - 20 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-04 |
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