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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-01-09 |
Branch Locations
3451 St Albans Road Suite C, Saint Albans, MO 63073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anytime Fitness | Ballwin | MO | 03/2009 | 06/2017 |
| State Farm | Valley Park | MO | 06/2017 | 03/2018 |
| Farmers Insurance | Eureka | MO | 03/2018 | 06/2023 |
| Farmers Financial Solutions | Eureka | MO | 04/2018 | 12/2022 |
| Mml Investors Services, Llc | Chesterfield | MO | 02/2024 | 12/2024 |
| Massmutual Life Insurance Company | Chesterfield | MO | 02/2024 | Present |
| Joggerst Financial Group | Eureka | MO | 06/2023 | Present |
| Lpl Financial | Eureka | MO | 01/2025 | Present |
1. 01/08/2025- Joggerst Financial Group- Insurance Agency- MO 63025- 80 Hrs Per Mnth- Inv Rel- Start Date 06/01/2023 2. 01/08/2025- Insurance Sales- Non-Variable Insurance- MO 63025- 80 Hrs Per Mnth- Inv Rel- Start Date 01/01/2025 3. 01/08/2025- RESOURCE ONE ADVISORS LLC- DBA for LPL Business (entity for LPL business)- Inv Rel- At Report Business Location (s)- Start Date 01/02/2025 4. 02/05/2025 - Financial Markets Inc - Investment Related - Non-Variable Insurance - Rapid City SD 57709 - 01/23/2025 - 20 Hrs/Mth - 5 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-22 |
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