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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-01-23 |
| KS | RA | APPROVED | 2023-01-23 |
| TX | RA | APPROVED | 2023-01-23 |
| MO | RA | APPROVED | 2021-09-01 |
Branch Locations
St Charles, MO • United States
1401 S Brentwood Blvd Ste 400, St. Louis, MO 63144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meridian Wealth Management, Llc | Lexington | KY | 05/2017 | 10/2020 |
| Whayne Supply Company | Lexington | KY | 05/2015 | 03/2017 |
| A&B Enterprise Of East Ky, Llc | Hazard | KY | 01/2015 | Present |
| Lpl Financial, Llc | Chesterfield | MO | 10/2020 | Present |
| M & M Wealth Management | Chesterfield | MO | 11/2020 | 07/2021 |
1. 1/2014 - Business Owner - A & B ENTERPRISE OF EAST KY, LLC - Not Investment Related - Hazard, KY 41701 2. 1/24/2023 - Pickett Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 01/18/2023 - 4 Hours Per Month/0 Hours During Securities Trading 3. 07/24/2024 - Gatewood Wealth Solutions - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/20/2024 - 160 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-12-22 |
| S65 | Uniform Investment Adviser Law Examination | 2017-06-17 |
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