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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-11-29 |
| TX | RA | APPROVED_RES | 2022-11-29 |
| KS | RA | APPROVED | 2022-11-28 |
Branch Locations
5200 Bob Billings Pky Ste 101, Lawrence, KS 66049 • United States
3500 N Village Dr Ste Gl25, St Joseph, MO 64506 • United States
11863 W 112Th St, Overland Park, KS 66210 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Brokerage Services | Leawood | KS | 06/2013 | 01/2017 |
| U.S. Bancorp Investments, Inc. | Lawrence | KS | 01/2017 | 11/2022 |
| Dayone Financial, Llc | Overland Park | KS | 04/2013 | 04/2020 |
| Lpl Financial Llc | Lawrence | KS | 11/2022 | Present |
1) 11/28/2022- Core Concepts LLC- DBA for LPL Business (entity for LPL business)- inv. related- Lawrence, KS - Start Date:11/29/2022 - 0 Hrs/Mth - 0 Hrs During Trading. 2) 11/28/2022- Dayone Financial LLC- Real Estate Rental- co owner- non-inv. related- OVERLAND PARK, KS- start date 8/30/2021- 0 Hrs/Mth - 0 Hrs During Trading. 3) 11/28/2022- Dayone Financial LLC- Business Entity For Tax/Investment Purposes Only- owner- non-inv. related- OVERLAND PARK, KS- start date 8/30/2021- 0 Hrs/Mth - 0 Hrs During Trading. 4) 07/16/2025 - Real Estate Rental - Investment Related - Olathe, KS - Start Date:07/31/2025 - 5 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-12 |
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