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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-06 |
| AR | RA | APPROVED | 2025-03-06 |
| CO | RA | APPROVED | 2025-03-06 |
| FL | RA | APPROVED | 2025-03-06 |
| IN | RA | APPROVED | 2025-03-06 |
| IA | RA | APPROVED | 2025-03-06 |
| KS | RA | APPROVED | 2025-03-06 |
| MA | RA | APPROVED | 2025-03-06 |
| MO | RA | APPROVED | 2025-03-06 |
| OK | RA | APPROVED | 2025-03-06 |
| PA | RA | APPROVED | 2025-03-06 |
| SC | RA | APPROVED | 2025-03-06 |
| TX | RA | APPROVED | 2025-03-06 |
| VA | RA | APPROVED | 2025-03-06 |
| WA | RA | APPROVED | 2025-03-06 |
Branch Locations
407A E. Russell Ave, Ste 5, Warrensburg, MO 64093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth | TX | 04/1997 | 05/2019 |
| First Command Financial Services, Inc. | Fort Worth | TX | 04/1997 | 05/2019 |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | 05/2019 |
| The Investemnt Center Inc | Warrensburg | MO | 06/2019 | 03/2025 |
| Ic Advisory Services Inc | Warrensburg | MO | 06/2019 | 03/2025 |
| Lpl Financial Llc | Warrensburg | MO | 03/2025 | Present |
1. 03/06/2025- Russell Professional Building LLC- Real Estate Rental- INV Related- At Reported Business Location(s)- Start date 09/01/2021- 2 Hours Per Month 2. 03/06/2025- Sheehan Property Holdings LLC- Real Estate Rental- INV Related- At Reported Business Location(s)- Start date 01/04/1016- 2 Hours Per Month 3. 03/06/2025- Sheehan Financial LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/02/2019- 180 Hours Per Month- 8 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-29 |
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