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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-07-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reeds Spring High Intermediate School | Reeds Spring | MO | 06/2015 | 04/2020 |
| Tool Town Usa | Branson | MO | 04/2020 | 08/2020 |
| Reeds Spring High School | Reeds Spring | MO | 08/2020 | 04/2022 |
| Walmart | Branson West | MO | 04/2022 | 08/2022 |
| Missouri State Univ. | Springfield | MO | 08/2022 | Present |
| Longhorn Steakhouse | Springfield | MO | 04/2023 | Present |
| Lpl Financial Llc | Springfield | MO | 06/2025 | Present |
1. 08/2025 - Fervent Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - 40 Hrs/Mth - 00 Hrs During Trading - At Reported Business Location(s) - OBA Start date: 09/15/2025
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-16 |
| S65 | Uniform Investment Adviser Law Examination | 2026-07-08 |
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