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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-03 |
| KS | RA | APPROVED | 2025-09-02 |
| MO | RA | APPROVED | 2025-09-02 |
Branch Locations
12920 Metcalf Avenue Suite 210, Overland Park, KS 66213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Road House | Stillwater | OK | 06/2018 | Present |
| Pruco Securities, Llc. | Overland Park | KS | 05/2018 | 11/2024 |
| Buffalo Wild Wings | Stillwater | OK | 01/2016 | 05/2018 |
| Prudential Insurance Company Of America | Overland Park | KS | 11/2018 | Present |
| Lpl Enterprise, Llc | Overland Park | KS | 11/2024 | Present |
1.10/08/2024; BrokerSource; Non-Variable Insurance Commission Trails; Investment Related; Leawood,KS; Start Date 11/01/2019; hrs/mth; hrs during trading 2.10/08/2024; West Financial LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 04/01/2021; 5hrs/mth; 5hrs during trading 3.10/08/2024; Investment products and services are offered through LPL Enterprise LLC using the DBA/trade name Expedition Financial Services; Investment Related; at Reported Business Location(s); Start Date 01/06/2023; 160hrs/mth; 160hrs during trading 4.08/24/2026; Investment products and services are offered through LPL Enterprise LLC using the DBA/trade name Blueprint Financial Designs; Investment Related; at Reported Business Location(s); Start Date 08/24/2026; 160hrs/mth; 160hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-25 |
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