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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2022-01-26
  • MO RA
    APPROVED
    Since 2022-01-26

Branch Locations

1420 Nw Vivion Rd, Ste 109, Kansas City, MO 64118 • United States

7500 College Blvd, 5Th Floor, Overland Park, KS 66210 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealth|Kc Kansas City MO 07/2021 Present
Kansas State University Manhattan KS 08/2020 05/2021
Boyer Corporon Wealth Management Kansas City KS 06/2021 08/2021
Kansas State University Manhattan KS 08/2017 08/2020
Maize High School Maize KS 08/2013 05/2017
Lpl Financial Kansas City MO 06/2021 Present
  • 07/2021 → Present
    Wealth|Kc
    Kansas City, MO
  • 08/2020 → 05/2021
    Kansas State University
    Manhattan, KS
  • 06/2021 → 08/2021
    Boyer Corporon Wealth Management
    Kansas City, KS
  • 08/2017 → 08/2020
    Kansas State University
    Manhattan, KS
  • 08/2013 → 05/2017
    Maize High School
    Maize, KS
  • 06/2021 → Present
    Lpl Financial
    Kansas City, MO
Other Businesses

1) 1/2022 - DBA for LPL Business (entity for LPL business) - Wealth KC - Investment Related - Kansas City, MO 64118 2) 1/2022 - DBA for LPL Business (entity for LPL business) - Fletcher Wealth Management - Investment Related - Kansas City, MO 64118

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-21
  • S66 Uniform Combined State Law Examination
    2022-01-21
Other Names
  • Will Cocking

View on SEC IAPD

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