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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-01-27 |
| TX | RA | APPROVED | 2021-01-25 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Columbia | MO | 07/1986 | 03/2017 |
| Massmutual Life Insurance Co | Columbia | MO | 07/2016 | 12/2020 |
| Mml Investors Services, Llc | Columbia | MO | 03/2017 | 01/2021 |
| Lpl Financial Llc | Columbia | MO | 01/2021 | Present |
1)1/25/2021- Forum Advisory Services, LLC- DBA for LPL Business (entity for LPL business)- Inv. Related- Columbia, MO- start date 3/1/2013- 100% 2)1/25/2021- Non-Variable Insurance- Agent selling Life, Annuity, LTC, Disability- Inv. Related- Columbia, MO -start date 6/23/1986- 20hrs/mth 3)1/25/2021- The Forum Financial Group, LLC- Business Entity For Tax/ Investment Purposes Only- Inv. Related- Columbia, MO- start date 1/1/2012- 0% 4)1/25/2021- AVB, LLC -Real Estate Rental- Owner/member manager- Inv. Related- Columbia, MO - start date 10/17/2005- 2hrs/mth 5)1/25/2021- BOLTEN HOLDINGS, LLC - Business Entity For Tax/ Investment Purposes Only- sole member- Inv. Related- start date 1/20/2015- 1% 6) 10/30/2023: Bolten Properties, LLC; rental properties in Columbia MO; Real Estate Rental; Inv. related; Start date 4/28/2021; 1hrmo.; 0hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-09-25 |
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