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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-07-21 |
| MO | RA | APPROVED | 2021-07-21 |
| OH | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Leawood | KS | 04/2005 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Overland Park | KS | 06/2005 | 07/2021 |
| Apple Valley Board | Overland Park | KS | 07/2014 | 07/2021 |
| Financial Planning Association, Kansas City Chapter | Topeka | KS | 01/2021 | 07/2021 |
| Lpl Financial Llc | Leawood | KS | 07/2021 | Present |
1.07/08/2021; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Robinson Wealth Advisors; Investment Related; at Reported Business Location(s); Start Date 02/01/2020; hrs/mth; hrs during trading 2.06/21/2022; Robinson Wealth Advisors, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 05/31/2022; 1hrs/mth; 0hrs during trading 3.08/10/2026; Carriage Houses of Johnson County - GCOA; Non-profit volunteer (not on board); Not Investment Related; DeSoto,KS; Start Date 08/01/2026; 2hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-24 |
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