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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-18 |
| MO | RA | APPROVED | 2026-06-05 |
| KS | RA | APPROVED | 2026-05-26 |
Branch Locations
12312 Olive Boulevard Suite 300, St Louis, MO 63141-6474 • 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 |
|---|---|---|---|---|
| Lpl Enterprise Llc | St Louis | MO | 05/2026 | Present |
| Edward Jones | St Louis | MO | 03/2018 | 09/2019 |
| Kvp International | Chino | CA | 05/2016 | 02/2018 |
| Enterprise Bank & Trust | Overland Park | KS | 08/2019 | 04/2022 |
| Cetera Investment Services Llc | St Cloud | MN | 08/2019 | 04/2022 |
| Cetera Investment Advisers Llc | Overland Park | KS | 08/2019 | 04/2022 |
| Edward Jones | St Louis | MO | 04/2018 | 09/2019 |
| Blue Collar Retirement Group Llc | Kansas City | KS | 04/2022 | 07/2023 |
| Infinex Investments, Inc. | Meriden | CT | 07/2023 | 05/2026 |
| First State Bank & Trust | Kansas City | KS | 07/2023 | 05/2026 |
1. 05/13/2026 - Overland Park Police Department - Outside/W-2 Employment - Not Investment related - Overland Park KS - OBA start date: 09/14/2026 - 150 Hrs/Mth - 04 Hrs During Trading 2. 05/13/2026 - David Holstein N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Investment related - Basehor KS - OBA start date: 03/26/2026 - 160 Hrs/Mth - 160 Hrs During Trading 3. 05/13/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Investment related - Basehor KS - OBA start date: 03/26/2026 - 160 Hrs/Mth - 160 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-20 |
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