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119 N Main St, Fayette, MO 65248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Terracon Consultants | Columbia | MO | 01/2013 | 04/2024 |
| Convergence Financial Llc | Fayette | MO | 05/2024 | 03/2025 |
| Lpl Financial Llc | Fayette | MO | 12/2024 | Present |
| Commercial Trust Company | Fayette | MS | 05/2024 | Present |
| Convergence Financial | Fayette | MO | 03/2025 | 05/2026 |
| Commercial Trust Financial Services | Fayette | MO | 03/2026 | Present |
1) 12/05/2024 - Commercial Trust Financial Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 12/05/2024 - Commercial Trust Company - Financial Institution Duty - Inv Rel - At Reported Business Location(s) - Start: 04/2024 - 160 Hr/Mth 3) 12/05/2024 - J&T Tiger Properties, LLC - Real Estate Rental - Inv Rel - Boonville, MO - Start: 04/2019 - 5 Hr/Mth 4) 04/01/2026 - Commercial Trust Financial Services - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 03/16/2026 - 160 hours per month/ 130 hours during trading - I provide investment advisory services through Commercial Trust Financial Services, an independent investment advisor firm. I started this business activity in 3/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-14 |
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