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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Tipton | MO | 05/2023 | Present |
| Tipton R-Vi School District | Tipton | MO | 08/2019 | 05/2023 |
| City Of Tipton | Tipton | MO | 03/2019 | 07/2023 |
| University Of Central Missouri | Warrensburg | MO | 08/2015 | 12/2018 |
| Tipton R-Vi School District | Tipton | MO | 12/2018 | 03/2019 |
| Tipton R-Vi School District | Tipton | MO | 08/2019 | Present |
| Lutz's Bbq | Jefferson City | MO | 05/2014 | 12/2022 |
1) 08/2023 - Cooper Investment Solutions / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 200 Hrs per month 2) 08/2023 - Tipton High School (Tipton R6 School District) / coach/sports / Not Investment Relates / Tipton, MO - Start date 08/01/2019 -30 Hrs per month 3) 07/05/2024 - Durham School Services - Other - Bus Driver - Not Investment Related - 334 US Hwy 50 West Tipton, MO 65081 - Start Date 04/05/2025 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-10 |
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