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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2024-11-14 |
| KS | RA | APPROVED | 2024-11-14 |
| MO | RA | APPROVED | 2024-11-14 |
Branch Locations
Heber Springs, AR • United States
12312 Olive Boulevard Suite 300, St Louis, MO 63141-6474 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valley Bank &Amp; Trust/Tbk Bank | Brighton | CO | 06/2012 | 04/2018 |
| Worth Wealth Management | Brighton | CO | 04/2018 | 11/2018 |
| Lpl Financial Llc | Heber Springs | AR | 11/2018 | 12/2021 |
| Pruco Securities Llc | St. Louis | KS | 01/2022 | 01/2023 |
| The Prudential Insurance Company Of America | St. Louis | KS | 02/2022 | 04/2022 |
| Pruco Securities Llc | St. Louis | MO | 01/2023 | 11/2024 |
| Lpl Enterprise, Llc | St. Louis | MO | 11/2024 | Present |
1) 10/10/2024 - Rotary Club of Cleburne County - Rotary Club is a professional/civic/service organization that provides opportunities professional networking as well as serving my community - Non-Profit Board Member - Non Inv Related - At ST. LOUIS, MO - Start Date 07/01/2024 - 20hrs/mth - 5hrs/mth During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-12 |
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