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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-10-02 |
Branch Locations
7007 College Blvd Ste 270, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Leawood | KS | 04/2017 | 01/2018 |
| Lpl Financial Llc | Overland Park | KS | 05/2015 | 03/2017 |
| Thrivent Investment Management Inc | Overland Park | KS | 01/2018 | 10/2024 |
| Rbc Wealth Mngnt | Leawood | KS | 04/2017 | 01/2018 |
| Homemaker | Lenexa | KS | 04/2015 | 04/2017 |
| Thrivent Financial - Nathan Smith | Overland Park | KS | 01/2018 | 02/2018 |
| Thrivent Financial - Nathan Smith | Overland Park | KS | 02/2018 | 03/2020 |
| Thrivent Financial | Appleton | WI | 03/2020 | 10/2024 |
| Lpl Financial | Overland Park | KS | 10/2024 | Present |
1. Personal Financial Group- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- Start Date 10/01/2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-23 |
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