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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-16 |
| KS | RA | APPROVED | 2023-07-10 |
Branch Locations
4701 College Blvd., Suite 212, Leawood, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Franken For Iowa | Des Moines | IA | 07/2022 | 11/2022 |
| Windsor Financial Group | Leawood | KS | 05/2022 | 07/2022 |
| Iowa State House Of Representatives | Des Moines | IA | 01/2022 | 04/2022 |
| Des Moines Public School | Des Moines | IA | 09/2021 | 05/2022 |
| Drake University | Des Moines | IA | 08/2021 | 05/2022 |
| Windsor Financial Group | Leawood | KS | 01/2021 | 08/2021 |
| Brandon Woodard For Kansas | Lenexa | KS | 06/2020 | 11/2020 |
| Cole Fine For State House | Olathe | KS | 06/2020 | 11/2020 |
| Pete For America | Des Moines | IA | 06/2019 | 03/2020 |
| Drake University | Des Moines | IA | 08/2017 | 05/2019 |
| Tom Niermann For Congress | Kansas City | KS | 05/2018 | 08/2018 |
| Olathe Northwest High School | Olathe | KS | 08/2013 | 05/2017 |
| Lpl Financial, Llc | Leawood | KS | 06/2021 | Present |
| Unemployed | N/A | KS | 05/2017 | 08/2017 |
| Unemployed | N/A | KS | 03/2020 | 06/2020 |
| Unemployed | N/A | KS | 11/2020 | 01/2021 |
1) 06/09/2023 - Windsor Financial Group, Inc.- DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business location(s) - Start Date 05/23/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-08 |
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