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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-04-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Chesterfield | MO | 07/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | Chesterfield | MO | 03/2020 | 04/2024 |
| Lpl Financial Llc | Ballwin | MO | 04/2024 | Present |
1)03/08/2024 - Wellman Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 04/2024 - 160 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1990-03-27 |
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