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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED | 2024-11-14 |
Branch Locations
4425 W Zoo Blvd Suite #3, Wichita, KS 67212 • United States
235 Main Street, Platte City, MO 64079 • United States
6 Westowne Suite 601, Liberty, MO 64068 • United States
12312 Olive Boulevard Suite 300, St Louis, MO 63141-6474 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Platte City | MO | 01/2011 | 08/2022 |
| Mml Investors Services | Platte City | MO | 01/2011 | 08/2022 |
| The Prudential Insurance Company Of America | Platte City | MO | 08/2022 | Present |
| Pruco Securities, Llc | Platte City | MO | 08/2022 | 11/2024 |
| Lpl Enterprise, Llc | Wichita | KS | 11/2024 | Present |
1. 05/06/2025 - The Opus Group of KC, LLC - DBA for LPL Business (entity for LPL business) - Platte City, MO - INV REL - Start Date 02/18/2019 - 10hrs/mth 2. 07/08/2025 - Prudential Sponsored Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Inv related - At reported business location(s) 3. 05/07/2026-Valeris Wealth Designs-CEO and Chief Vision Officer-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 07/01/2026-4hrs/mth-1hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-23 |
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