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380 W Western Avenue Suite 250, Muskegon, MI 49440 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-07-21 |
Branch Locations
5440 W 110Th St, Overland Park, KS 66211 • United States
380 W Western Avenue Suite 250, Muskegon, MI 49440 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-08-30 |
| TX | RA | APPROVED | 2024-08-30 |
Branch Locations
5440 W. 110Th St Ste 300, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Century Investment Services, Inc. | Kansas City | MO | 01/2019 | 08/2024 |
| Lnesc, Inc | Kansas City | MO | 06/2012 | 01/2019 |
| California Southern University (Online) | Costa Mesa | CA | 10/2016 | 11/2018 |
| Ymca Of Greater Kansas City | Kansas City | MO | 09/2015 | 03/2017 |
| Lpl Financial Llc | Overland Park | KS | 08/2024 | Present |
1) 08/21/2024 - Embark Financial Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 08/2024 - 160 Hr/Mth 2) 08/21/2024 - Kansas City Salsa Company LLC - Co-Founder & Co-Owner, with wife, Simone Martinez - Non-Inv Rel - Kansas City, MO - Start: 08/2023 3) 11/13/2025 - BCS Partners - Registered Investment Advisor - IAR - Investment Related - At Reported Business Location(s) - Start Date 07/21/2025 - 10 hours per month/ during trading - I provide financial planning and consulting services through BCS Partners, an independent investment advisor firm. I started this business activity in 7/21/2025. I expect to spend approximately 10 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-01 |
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