John Lee Lackey

Current Employers

Employment History

• 09/2006 → 09/2016
  Vsr Financial Services, Inc.
  Overland Park, KS
• 08/2007 → 09/2016
  Vsr Advisory Services
  Overland Park, KS
• 09/2006 → Present
  Lackey Financial Management
  Weslaco, TX
• 09/2016 → 07/2017
  Summit Brokerage Services, Inc.
  Weslaco, TX
• 09/2016 → 07/2017
  Summit Financial Group Inc
  Boca Raton, FL
• 07/2017 → Present
  Lpl Financial, Llc
  Weslaco, TX
• 08/2025 → Present
  Ima Live, Llc
  Weslaco, TX

Previous Registrations

• 2016-09-01 → 2017-07-17
  Summit Financial Group Inc
  Weslaco, TX
• 2016-09-02 → 2016-11-02
  Vsr Financial Services, Inc.
  Weslaco, TX
  Overland Park, KS
• 2006-09-27 → 2016-09-01
  Vsr Financial Services, Inc.
  Weslaco, TX
  Overland Park, KS
  Weslaco, TX
  Worden, IL
  Overland Park, KS
• 2002-08-20 → 2005-07-05
  United Securities Alliance, Inc.
  Weslaco, TX

Other Businesses

1. 07/11/2017 - MCMANUS DEVELOPMENTS LTD/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ 0%/ WESLACO, TX 2. 07/11/2017 - P&C INSURANCE/ PROPERTY AND CASUALTY/ 5%/ WESLACO, TX 3. 07/11/2017 - JOHN LACKEY/ NON-VARIABLE INSURANCE/ 5%/ WESLACO, TX 4. 07/11/2017 - UM GP, LLC/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ 0%/ WESLACO, TX 5. 07/11/2017 - MID VALLEY INDUSTRIAL PARK, LLC/ BUSINESS OWNER/ 0%/ WESLACO, TX 6. 07/11/2017 - THE STORAGE HOUSE/ BUSINESS OWNER/ 0%/ WESLACO, TX 7. 07/11/2017 - UM RENTALS LP/ REAL ESTATE RENTAL/ 0%/ STERLING OAK APARTMENTS: 600/602 E 6 ST; BRIDGE OAK APARTMENTS 8. 07/11/2017 - PLAZA SABINAL CONDOMINIUM ASSOCIATION/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ 0%/ WESLACO, TX 9. 07/11/2017 - 07/11/2017 -OAKWOOD RENTALS/ REAL ESTATE RENTAL/ 1%/ LIVE OAK APARTMENTS; WEST OAK APARTMENTS 10. 07/11/2017 - PARKWOOD RENTALS/ REAL ESTATE RENTAL/ 5%/ SANGRIA SUNSET VILLAS 11. 07/11/2017 - RGV RIVER FARM LTD/ REAL ESTATE RENTAL/ 0%/ 415 SOUTH AIRPORT DR WESLACO TX 98596 (INCLUDES OFFICE BUILDING AND THE STORAGE HOUSE BUILDING) 12. 07/11/2017 - AMERICAN ADVISORY GROUP, LLC/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ 0%/ WESLACO, TX 13. 07/11/2017 - CITRUS GROVE/ FARM/ 10%/ WESLACO, TX 14. 07/11/2017 - LACKEY FINANCIAL MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ WESLACO, TX 15. 12/29/2017 - True Palm Oak LLC - Investment Related - Mercedes, TX 78570 - Real Estate Rental - John Lackey is the only member of this LLC - Start Date 01/05/2018 - 2 Hours Per Month / 1 Hours During Trading - Created a new entity, True Palm Oak LLC for the purpose to purchase and manage a 52 unit multifamily property in Mercedes Texas. 16. 3/16/2018 - JLM18 Rentals LLC - Investment Related - 415 S Airport Dr, Weslaco, TX 78596 & Mercedes Texas - Real Estate Rental - Started 03/02/2018 - 4 Hours Per Month/1 Hour During Securities Trading. 17. 08/29/2019 - CJL Real Estate LLC - Investment related - At reported business location(s) - Real Estate Rental - start date:08/19/2019 - 1 hr/mo - 0 hrs during trading. 18. 3/10/2021 - Independent Wealth Consultants - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 3/9/2021 - 40 Hours Per Month/40 Hours During Securities Trading. 19. 09/13/2021 - J.S. McManus Produce Co Inc - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 01/02/1933 - 0 Hours Per Month/0 Hours During Securities Trading - Mineral Royalties.

Exams

• S66 Uniform Combined State Law Examination
  2002-08-02
• S63 Uniform Securities Agent State Law Examination
  2000-09-18

Designations