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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-08-11 |
| MO | RA | APPROVED | 2025-08-11 |
| TX | RA | APPROVED | 2025-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Overland Park | KS | 10/2006 | 08/2025 |
| Agia | Houston | TX | 12/2022 | 08/2025 |
| Lpl Financial Llc | Leawood | KS | 08/2025 | Present |
1.08/11/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Fountain City Financial LLC; Investment Related; at Reported Business Location(s); Start Date 07/29/2025; hrs/mth; hrs during trading 2.08/11/2025; Simpson Wealth Management, LLC; Business Ownerl; Not Investment Related; at Reported Business Location(s); Start Date 07/29/2025; 0hrs/mth; 0hrs during trading 3.05/29/2026; First Heartland Corporation; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 05/19/2026; 1hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-14 |
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