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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-04-11 |
| MO | RA | APPROVED | 2007-04-19 |
Branch Locations
12200 N Ambassador Dr. Ste 410, Kansas City, MO 64163 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Kansas City | MO | 09/2006 | Present |
1. 09/06/2006 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time spent 10% - SELLING OUTSIDE FIXED INSURANCE - FIXED ANNUITIES, LONG TERM CARE, FIXED LIFE. 2. 09/20/2006 - TODD D BARR - Investment Related - Other-Legal services - Time Spent 1% - ATTORNEY - OCCASSIONALLY REPRESENTS CLIENTS FOR TRAFFIC VIOLATIONS. 3. 4/30/2009 - Meridian Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4. 7/29/2009 - Various 3rd Party Insurance Cos. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 5% - Life, Health, Disability, Long-term Care and Fixed Annuities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-09 |
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