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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2018-02-14 |
| MO | RA | APPROVED | 2018-02-14 |
Branch Locations
9740 Wornall Rd, Kansas City, MO 64114 • United States
500 S Broadway, Oak Grove, MO 64075 • United States
909 Sw State Rte 7, Blue Springs, MO 64014 • United States
100 S Hudson Street, Buckner, MO 64016 • United States
1305 Sw Arborwalk Blvd, Lee'S Summit, MO 64082 • United States
1505 Nw Hwy 7, Blue Springs, MO 64014 • United States
4668 Blue Ridge Blvd, Kansas City, MO 64133 • United States
10801 E 23Rd Street, Independence, MO 64054 • United States
204 Main Street, Belton, MO 64012 • United States
639 Ne Woods Chapel Road, Lee'S Summit, MO 64064 • United States
11206 E 24 Highway, Sugar Creek, MO 64054 • United States
609 Ne State Route 291, Lees Summit, MO 64086 • United States
4315 S Noland Rd, Independence, MO 64055 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Central Trust Bank (Formerly: Central Bank Of The Midwest) | Sugar Creek | MO | 04/2008 | Present |
| Invest Financial Corporation | Tampa | FL | 07/2016 | 02/2018 |
| Lpl Financial Llc | Sugar Creek | MO | 02/2018 | Present |
1. 02/14/2018 - Invest and MKI - Investment Related - At Reported Business Location(s) - Non-Variable Insurance. 2. 02/14/2018 - Central Investment Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-29 |
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