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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-02-23 |
| MO | RA | APPROVED | 2026-02-23 |
Branch Locations
235 Main Street, Platte City, MO 64079 • United States
12312 Olive Boulevard Suite 300, St Louis, MO 63141-6474 • 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 |
|---|---|---|---|---|
| Student | Kearney | NE | 08/2014 | 05/2018 |
| Rensenhouse Electric Supply | Kansas City | MO | 05/2018 | 08/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2021 | 03/2024 |
| Northwestern Mutual Investment Services Llc | Leawood | KS | 10/2021 | 03/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2021 | 03/2024 |
| The Prudential Insurance Company Of America | Platte City | MO | 03/2024 | Present |
| Pruco Securities Llc | Platte City | MO | 03/2024 | 11/2024 |
| Unemployed | Lees Summit | MO | 08/2021 | 10/2021 |
| Lpl Enterprise, Llc | Platte City | MO | 11/2024 | Present |
1) 04/16/2025-THE OPUS GROUP-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 03/11/2024-45hrs/mth-45hrs/mth during trading 2) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s) 3) 06/02/2026-Valeris Wealth Designs-Financial Advisor-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 06/01/2026-120hrs/mth-120hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-16 |
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