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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2018-06-01 |
Branch Locations
7007 College Blvd Ste 270, Overland Park, KS 66211 • United States
Blue Springs, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kansas City | MO | 03/1996 | 05/2018 |
| Bank Of America, N.A. | Kansas City | MO | 04/2015 | 05/2018 |
| Frontier Wealth Management Llc | Kansas City | MO | 05/2018 | 05/2018 |
| Lpl Financial Llc | Overland Park | KS | 06/2018 | Present |
1. 6/4/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - 1 Hour(s) Per Month/1 Hour(s) During Trading - Time Spent: 1%. 2. 6/4/2018 - Personal Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 01/04/2024 - Brian Tackett - Real Estate Rental - Property Owner - Investment Related - Blue Springs, MO - Start Date 01/01/2008 - 2 Hours Per Month/ 0 Hours During Trading 4. 01/04/2024 - Brian Tackett and Eric Creager - Real Estate Rental - 50% Property Owner - Investment Related - Blue Springs, MO - Start Date 01/01/2008 - 2 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-11 |
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