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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-06-20
  • MO RA
    APPROVED
    Since 2025-06-20

Branch Locations

403 W Broadway Blvd, Sedalia, MO 65301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Sedalia MO 02/2018 Present
Invest Financial Corporation Sedalia MO 01/2018 02/2018
Central Bank Of Sedalia Sedalia MO 05/2016 12/2017
Applebee's Sedalia MO 05/2013 09/2016
Central Bank Sedalia MO 05/2016 Present
  • 02/2018 → Present
    Lpl Financial
    Sedalia, MO
  • 01/2018 → 02/2018
    Invest Financial Corporation
    Sedalia, MO
  • 05/2016 → 12/2017
    Central Bank Of Sedalia
    Sedalia, MO
  • 05/2013 → 09/2016
    Applebee's
    Sedalia, MO
  • 05/2016 → Present
    Central Bank
    Sedalia, MO
Other Businesses

1) 03/26/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Central Investment Advisors - Investment Related - 0 Hrs/Mth - 0 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-18
  • S66 Uniform Combined State Law Examination
    2025-06-18
Other Names
  • Dani Allen

View on SEC IAPD

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