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1421 Research Park Drive Suite 3A, Lawrence, KS 66044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-12-11 |
| KS | RA | APPROVED | 2016-01-11 |
Branch Locations
1421 Research Park Drive Suite 3A, Lawrence, KS 66044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc (F/K/A Linsco/Private Ledger Corp.) | Lawrence | KS | 07/2004 | Present |
| The Perspective Group | Lawrence | KS | 07/2015 | Present |
(1) 03/24/2005: THE PERSPECTIVE GROUP - TAX PREP / ACCOUNTING / BOOKKEEPING - TAX PREPARATION (2) 07/24/2012: DBA ONLY / THE PERSPECTIVE GROUP / TIME SPENT 5% - LAWRENCE, KS (3) 10/8/2013: NOTARY - THE PERSPECTIVE GROUP - I HAVE A NOTARY STAMP. - TIME SPENT 0% - LAWRENCE, KS. (4) 08/22/2016 * The Perspective Group * Registered Investment Advisor Hybrid * (Hybrid) * INV REL * 900 Massachusetts, Suite 602, Lawrence, KS 66044 * START 07/01/2015 * I provide investment advisory services through The Perspective Group, an independent investment advisor firm. I started this business activity in October 2015. I expect to spend approximately 80 hours per month] on this activity. Please see the advisory firms 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 firm is separate from and independent of LPL Financial. * 80 HRS/MO; 4 DURING SECS TRDG HRS. (5) 1/10/2022 - No Business Name - Investment Related - Lawrence, KS 66044 - Real Estate Rental (sublease) an office - Start Date: 1/15/2022 - 1 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-02 |
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