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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-02 |
| MO | RA | APPROVED | 2025-07-16 |
Branch Locations
1020 E Battlefield Rd., Springfield, MO 65807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Springfield | MO | 05/2017 | 01/2022 |
| R&L Carriers | Strafford | MO | 05/2015 | 07/2017 |
| Drury University | Springfield | MO | 08/2012 | 05/2018 |
| Personal Capital Advisors Corporation | Springfield | MO | 01/2022 | 06/2023 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 04/2023 | 06/2023 |
| Heim, Young & Associates Inc. | Springfield | MO | 06/2023 | 06/2025 |
| Oakstar Bank | Springfield | MO | 07/2025 | Present |
| Lpl Financial Llc | Springfield | MO | 07/2025 | Present |
1 - 06/2025 - OakStar Investment Services - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s). 2 - 06/2025 - BMB Property management LLC - Real Estate Rental - Inv Related - 5 Hours/Month - Springfield, MO - OBA Start Date: 01/22/2021. 3 - 06/2025 - Belamour LLC - Business Owner - Not Inv Related - 12 Hours/Month - Springfield, MO - OBA Start Date: 01/31/2025. 4- 11/25/2025-OakStar Wealth Management-For Marketing Purposes-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 11/19/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-01 |
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