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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-25 |
| MO | RA | APPROVED | 2009-08-24 |
Branch Locations
4444 N Belleview Ave Suite 202, Kansas City, MO 64116 • United States
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Kansas City | MO | 06/2009 | Present |
(1) 06/11/2009 - DBA ONLY - JPE WEALTH MANAGEMENT - KANSAS CITY, MO (2) 04/19/2010 - DBA ONLY - VAWTER WEALTH MANAGEMENT - KANSAS CITY, MO (3) 12/14/2020 - Lawrence J Treinen Trust dtd 7/10/1997 - Not Investment Related - Home Based - Act in a Fiduciary Capacity - Successor Trustee - Started 10/19/2020 - 20 Hours Per Month/2 Hours During Securities Trading - Uncle's Trust.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-27 |
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