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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-10-31 |
Branch Locations
1741 Ne Douglas St Ste 100, Lees Summit, MO 64086 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Management Team | Lee's Summit | MO | 08/2005 | 07/2018 |
| Unemployed | Raymore | MO | 07/2018 | 10/2018 |
| Waddell & Reed, Inc | Shawnee Mission | KS | 10/2018 | 09/2021 |
| Sab Homes | Lee's Summit | MO | 09/2021 | 02/2022 |
| Life Goals Strategies Group | Lee's Summit | MO | 02/2022 | Present |
| Lpl Financial Llc | Lees Summit | MO | 10/2022 | Present |
1) 10/31/2022 - LifeGoals Strategies Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported branch location - 160 hours per month. 2) 01/22/2026 - Life Goals Strategies Group - Notary - Not Investment Related - At Reported Business Location(s) - Start Date 02/14/2022 - 1 hour per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-21 |
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