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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-02 |
| KS | RA | APPROVED | 2021-07-19 |
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 |
|---|---|---|---|---|
| De Soto High School | De Soto | KS | 08/2013 | 05/2017 |
| The University Of Kansas | Lawrence | KS | 08/2017 | Present |
| Lexington Trails Middle School | De Soto | KS | 08/2010 | 05/2017 |
| Lpl Financial, Llc | Overland Park | KS | 04/2021 | Present |
1) 05/14/2021 - Personal Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2) 5/2021 - DBA for LPL Business (entity for LPL business) - OpuVest - Investment Related - Overland Park, KS 66211 3) 5/2021 - DBA for LPL Business (entity for LPL business) - Clark Wealth Management (CWM) - Investment Related - Overland Park, KS 66211 4) 12/15/2022 - CFA Oil Company - Not Investment Related - PO Box 252 Bonner Springs, KS 66012 - Other - Family Oil Business - Assistant - Start Date - 11/04/2022 - 4 Hours Per Month/4 Hours During Securing Securities Trading 5) 08/28/2023 - MC Wealth Management - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 08/16/2023 - 160 Hours Per Month/ 8 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-16 |
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