Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
1741 Ne Douglas St Ste 100, Lees Summit, MO 64086 • United States
Harrisonville, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Independence | MO | 05/2003 | 07/2021 |
| Kevin W Wood Consulting | Harrisonville | MO | 05/2002 | 08/2019 |
| Various Insurance Carriers For W & R Insurance Agenceis | Harrisonville | MO | 09/2003 | 07/2021 |
| Freedom'S Frontier National Heritage Area | Lawrence | KS | 01/2010 | 07/2021 |
| Cass Community Health Foundation | Kansas City | MO | 03/2014 | 07/2021 |
| Harrisonville Chamber Of Commerce | Harrisonville | MO | 01/2016 | 02/2017 |
| Phillip Zaroor Memorial Scholarship | Harrisonville | MO | 05/2017 | 07/2021 |
| Mid-Missouri Group Llc | Harrisonville | MO | 09/2017 | 07/2021 |
| Harrisonville Chamber Of Commerce | Harrisonville | MO | 02/2017 | 05/2021 |
| Cass County Historical Society | Harrisonville | MO | 10/2001 | 07/2021 |
| Vote Yes For Cass County Library | Peculiar | MO | 02/2020 | 11/2020 |
| Harrisonville Chamber Of Commerce | Harrisonville | MO | 05/2021 | 07/2021 |
| Lpl Financial Llc | Lees Summit | MO | 07/2021 | Present |
1) 09/2017 - Mid-Missouri Group LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 8% / 0 HR / MO / 1741 NE Douglas St Suite 1000 Lees Summit, Mo 64086 2) 09/2017 - Mid-Missouri Group LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 5% / 0HR / MO / 715 Ann Avenue, Harrisonville, MO 64701 3) 3/20/2023 - LifeGoals Strategies Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 07/21/2021 - 40 Hours Per Month/40 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-17 |
Reach out to this advisor