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Daniel Paul Contreras

LPl Financial LLC

Kansas City, MO

San Diego, CA

Fort Mill, SC

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-05-14
  • MO RA
    APPROVED
    Since 2025-05-14

Branch Locations

Kansas City, MO • United States

10150 Meanley Drive First Floor, San Diego, CA 92131 • United States

1055 Lpl Way, Fort Mill, SC 29715 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed, Inc Shawnee Mission KS 02/2001 09/2021
Ivy Distributors, Inc Shawnee Mission KS 04/2004 09/2021
Shawnee Mission North High School 30 Year Reunion Committee Overland Park KS 09/2017 10/2018
Cuso Financial Services, Lp San Diego CA 10/2021 05/2025
Grove Point Investments, Llc Rockville MD 12/2023 05/2025
Lpl Financial, Llc Kansas City MO 05/2025 Present
  • 02/2001 → 09/2021
    Waddell & Reed, Inc
    Shawnee Mission, KS
  • 04/2004 → 09/2021
    Ivy Distributors, Inc
    Shawnee Mission, KS
  • 09/2017 → 10/2018
    Shawnee Mission North High School 30 Year Reunion Committee
    Overland Park, KS
  • 10/2021 → 05/2025
    Cuso Financial Services, Lp
    San Diego, CA
  • 12/2023 → 05/2025
    Grove Point Investments, Llc
    Rockville, MD
  • 05/2025 → Present
    Lpl Financial, Llc
    Kansas City, MO
Previous Registrations
  • 2021-10-11 → 2025-05-09
    Cuso Financial Services, L.P.
    Kansas City, MO
    San Diego, CA
    Kansas City, MO
    Houston, TX
    San Diego, CA
  • 2009-02-12 → 2021-08-23
    Waddell & Reed
    Shawnee Mission, KS
    Overland Park, KS
    Overland Park, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-02-05
  • S66 Uniform Combined State Law Examination
    2009-02-05
Other Names
  • Daniel Paul Contreras
  • Daniel P Contreras
  • Daniel Contreras

View on SEC IAPD

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