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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-23 |
| MO | RA | APPROVED | 2018-10-05 |
Branch Locations
1420 Nw Vivion Rd, Ste 109, Kansas City, MO 64118 • United States
7500 College Blvd, 5Th Floor, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2012 | 10/2018 |
| Lpl Financial Llc | Kansas City | MO | 10/2018 | Present |
1. 10/8/2018 - Fletcher Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/5/2018 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 7/30/2019 - Fletcher Wealth Management - DBA: Wealth KC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/09/2019 - 160 Hours Per Month During Securities Trading. 3. 11/18/2021 - Second Generation Properties LLC - Investment Related - Amarillo, TX, 79118 - Real Estate Rental - Started 09/01/2021 - 2 Hours Per Month/0 Hours During Securities Trading. 4. 11/15/2022 - Fletcher Tax, LLC-DBA: Wealth|KC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Owner - Start Date - 11/01/2021 - 4 Hours Per Month/4 Hours During Securities Trading 5. 03/05/2024 - Wealth|KC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/05/2024 - 15 Hours Per Month/ 10 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-02 |
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