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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-06-17 |
| TX | RA | APPROVED_RES | 2025-11-17 |
| KS | RA | APPROVED | 2025-03-13 |
Branch Locations
12312 Olive Boulevard Suite 300, St Louis, MO 63141-6474 • United States
Overland Park, KS • 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 |
|---|---|---|---|---|
| 3D Corporate Solutions | Monett | MO | 08/2016 | 09/2017 |
| Unemployed | Overland Park | KS | 09/2017 | 07/2018 |
| Level Up Stem | Overland Park | KS | 07/2018 | 09/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2018 | 02/2025 |
| Northwestern Mutual Investment Services Llc | Kansas City | MO | 11/2018 | 02/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2020 | 02/2025 |
| Lpl Enterprise | Overland Park | KS | 02/2025 | Present |
1. 01/28/2025 - Principal - Non-Variable Insurance - NOT INV REL - Des Moines, IA - Start Date 01/01/2021 - 1hr/MTH 2. 01/28/2025 - Petersen International - Non-Variable Insurance - NOT INV REL - Valencia, CA - Start Date 04/10/2023 - 1hr/MTH 3. 01/28/2025 - Mass Mutual - Non-Variable Insurance - NOT INV REL - Springfield, MA - Start Date 04/24/2023 - 1hr/MTH 4. 01/28/2025 - Church of the Ascension - Non-Profit Board Member - NOT INV REL - Overland Park, KS - Start Date 08/07/2023 - 1hr/MTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-07 |
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