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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2018-10-02 |
Branch Locations
510 Jefferson St Hq Office, Jefferson City, MO 65101 • 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 |
|---|---|---|---|---|
| Central Investment Advisors | Jefferson City | MO | 08/2016 | Present |
| Invest Financial Corporation | Tampa | FL | 09/2017 | 02/2018 |
| Lpl Financial Llc | Jefferson City | MO | 02/2018 | Present |
1. 02/14/2018 - Central Investment Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-08 |
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