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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-12-03 |
Branch Locations
13095 S. Mur-Len Rd. Suite 100, Olathe, KS 66062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southeast Ks Regional Juvenile | Girard | KS | 05/2016 | 09/2018 |
| Astana English School | Astana | 11/2018 | 07/2019 | |
| Student | Olathe | KS | 08/2019 | 01/2020 |
| Compass Financial Resources | Olathe | KS | 01/2020 | 11/2023 |
| Securities America, Inc. | Olathe | KS | 11/2023 | 03/2024 |
| Lpl Financial | Olathe | KS | 03/2024 | Present |
| Lpl Financial | Olathe | KS | 12/2024 | Present |
1) 11/2024 - Compass Financial Resources LLC / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 2) 11/2024 - IT Work / Other / Non Inv. Related / Olathe, Kansas 66062 / Start date 07/17/2012 - 3 hrs per month - 5 % Time Spent 3) 11/2024 - DoorDash / Outside/W-2 Employment / Non Inv Related / Olathe, KS 66062 / Start date 04/01/2020 - 3 Hrs per month - 5% Time Spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-23 |
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