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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-11 |
| KS | RA | APPROVED | 2023-07-19 |
| LA | RA | APPROVED | 2023-07-19 |
| MO | RA | APPROVED | 2023-07-19 |
| OK | RA | APPROVED | 2023-07-19 |
Branch Locations
1201 Walnut, Suite 750, Kansas City, MO 64106 • United States
7225 Renner Road, Shawnee, KS 66217 • United States
700 N. State Route 291, Lee'S Summit, MO 64086 • United States
9400 Antioch Road, Overland Park, KS 66212 • United States
11301 Nall Ave, Leawood, KS 66211 • United States
1201 Northwest Briarcliff Pkwy, Kansas City, MO 64116 • United States
Overland Park, KS • United States
800 W 47Th St Ste 204, Kansas City, MO 64112 • United States
850 S State Route 291, Liberty, MO 64068 • United States
6263 Nall Ave, Mission, KS 66202 • United States
4610 S Noland Rd, Independence, MO 64055 • United States
5245 Nw 64Th Street, Kansas City, MO 64151 • United States
100 Sw Hwy 150, Lee'S Summit, MO 64082 • United States
700 South Main St, Ottawa, KS 66067 • United States
12080 Blue Valley Parkway, Overland Park, KS 66213 • United States
3121 S. Highway 7, Blue Springs, MO 64015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bancwest Investment Services, Inc | Des Moines | IA | 07/2014 | Present |
| Bank Of The West | Des Moines | IA | 07/2014 | Present |
| Lpl Financial Llc | Lee'S Summit | MO | 07/2023 | Present |
1. 05/04/2023 - BMO Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-13 |
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