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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-08-08 |
| TX | RA | APPROVED_RES | 2023-08-07 |
Branch Locations
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 |
|---|---|---|---|---|
| Paul Dykes Agency | Grain Valley | MO | 10/2016 | 02/2017 |
| Avidity Insurance | Overland Park | KS | 10/2015 | 10/2016 |
| Morgan Stanley | Kansas City | MO | 02/2017 | 10/2018 |
| Edward Jones | St.LOuis | MO | 06/2019 | 08/2023 |
| Select Quote Insurance Agency | Overland Park | KS | 11/2018 | 06/2019 |
| Lpl Financial Llc | Pleasant Hill | MO | 08/2023 | Present |
1) 07/18/2023 - Kingdom Financial Group LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 60 Hours per month. 2) 07/18/2023 - Dykes Farms - Farm - owner - includes forestry and poultry sales - MO 64080 - Non investment related - 15 Hours per month - Start date: 7/16/2023. 3) 07/18/2023 - Kingdom Financial Group - Non-Variable Insurance - Property & Casualty - P&C - MO 64080 - Investment related - 15 Hours per month - Start date: 9/1/2023.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-09 |
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