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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-11-14 |
| MO | RA | APPROVED | 2024-11-14 |
Branch Locations
12920 Metcalf Avenue Suite 210, Overland Park, KS 66213 • United States
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 |
|---|---|---|---|---|
| Waddell & Reed, Inc | Shawnee Mission | KS | 09/2020 | 04/2021 |
| Platinum Realty | Overland Park | KS | 12/2018 | 09/2020 |
| Better Homes And Gardens | Kansas City | MO | 03/2018 | 12/2018 |
| C&M Restoration | Kansas City | MO | 07/2016 | 04/2018 |
| Ivy Distributors, Inc | Shawnee Mission | KS | 03/2021 | 06/2021 |
| Nylife Securities Llc | Overland Park | KS | 10/2021 | 03/2023 |
| New York Life Insurance Co | Overland Park | KS | 09/2021 | 03/2023 |
| The Prudential Insurance Company Of America | Overland Park | KS | 03/2023 | Present |
| Pruco Securities Llc | Overland Park | KS | 03/2023 | 11/2024 |
| Lpl Enterprise, Llc | St. Louis | MO | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-09 |
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