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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-10-21 |
| MO | RA | APPROVED | 2025-09-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kansas State University | Manhattan | KS | 08/2014 | 05/2018 |
| New York Life Insurance Co | Overland Park | KS | 05/2018 | 10/2018 |
| American Century Investment Services, Inc. | Kansas City | MO | 09/2019 | 07/2024 |
| C.H. Robinson | Kansas City | MO | 10/2018 | 09/2019 |
| Raymond James Financial Services, Inc. | Overland Park | KS | 07/2024 | 09/2025 |
| Raymond James Financial Services Advisors, Inc. | Overland Park | KS | 07/2024 | 09/2025 |
| First Investments & Planning | Overland Park | KS | 07/2024 | 09/2025 |
| Fnbo | Overland Park | KS | 07/2024 | 09/2025 |
| Lpl Financial Llc | Kansas City | MO | 09/2025 | Present |
| Commerce Bank | Kansas City | MO | 09/2025 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Commerce Financial Advisors - Investment Related - At Reported Business Location(s) - Start Date: 09/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-07 |
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