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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-03-07 |
| TX | RA | APPROVED | 2024-03-07 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
13095 S. Mur-Len Rd. Suite 100, Olathe, KS 66062 • United States
13095 S. Mur-Len Rd. Suite 100, Olathe, KS 66062 • United States
13095 South Mur-Len Road Suite 100, Olathe, KS 66062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2008-09-16 |
Branch Locations
13095 South Murlen Suite 100, Olathe, KS 66062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Olathe | KS | 07/2017 | 03/2024 |
| Securities America Advisors | Olathe | KS | 07/2017 | 03/2024 |
| Ameritime, Llc | Olathe | KS | 09/2008 | Present |
| Lpl Financial | Olathe | KS | 03/2024 | Present |
| Compass Financial Resources, Llc | Olathe | KS | 04/1997 | Present |
| National Planning Corporation | Olathe | KS | 10/2006 | 07/2017 |
1- 02/2024 / Insurance Sales / Non-Variable Insurance / Investment Related / 10 hrs mth / 10 hrs during trading / Start date: 08/01/2011 2- 02/2024 / Massieon Farms / Real Estate Rental / Investment Related / 1 hr mth / 1 hr during trading / Start date: 06/01/2012 3- 02/2024 / Compass Financial Resources /DBA for LPL Business (entity for LPL business) / Investment Related / 2 hrs mth / 2 hrs during trading / At reported business location(s). 4- 02/2024 / South Mur-Len, LLC / Real Estate Rental / Property Owner / Olathe, KS / Investment Related / 1 hr mth / 1 hr during trading / Start date: 08/01/2006 5- 05/2024 / Ameritime, LLC / Inv Related / At Reported Business Location(s) / Registered Investment Advisor / IAR / Started: 1/1/200 / 4 Hrs/Mo During Trading / I provide financial planning and consulting services through Ameritime, LLC, an independent investment advisor firm. I started this business activity in 01/2000. I expect to spend approximately 4 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-22 |
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