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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-07-07 |
Branch Locations
858 Meramec Station Rd, Valley Park, MO 63088 • United States
16303 Truman Rd, Ellisville, MO 63011 • United States
203 E 5Th St, Eureka, MO 63025 • United States
4100 Rusty Road, St. Louis, MO 63128 • United States
401 Main Street Suite 100, Peoria, IL 61602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Sappington | MO | 07/2017 | 07/2021 |
| U.S. Bank | Sappington | MO | 10/2014 | 07/2021 |
| Ameriprise Financial Services, Llc | Clayton | MO | 07/2021 | 09/2022 |
| Cetera Investment Services Llc | St Cloud | MN | 09/2022 | 07/2025 |
| Cetera Investment Advisers Llc | Clayton | MO | 09/2022 | 07/2025 |
| Enterprise Bank & Trust | Clayton | MO | 09/2022 | 07/2025 |
| Commerce Bank | St Louis | MO | 07/2025 | Present |
| Lpl Financial Llc | St Louis | MO | 07/2025 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Commerce Financial Advisors - Investment Related - At Reported Business Location (s) - Start Date: 06/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-07 |
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