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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-06 |
Branch Locations
Lee's Summit, MO • United States
1750 N Washington St Ste 112A, Naperville, IL 60563 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oracle | Lee's Summit | MO | 08/2023 | Present |
| Brand Certain | Olathe | KS | 03/2023 | 08/2023 |
| Ellkay | Blue Springs | MO | 07/2021 | 02/2023 |
| Olive | Blue Springs | MO | 11/2020 | 06/2021 |
| Cerner Corporation | Kansas City | MO | 12/2013 | 10/2020 |
| Lpl Financial Llc | Lee's Summit | MO | 03/2025 | Present |
1. 02/06/2025- Better Bodies Pilates- Other - Coach/Fitness/Sports- Non Inv Rel- Summit MO 64064- 8 Hrs Per Mnth- Start Date 06/01/2024 2. 02/06/2025- Oracle Corporation- Outside/W-2 Employment- Non Inv Rel- Kansas City, MO 64138- 80 Hrs Per Mnth- 8 Hrs During Trading- Start Date 08/01/2023 3. 02/06/2025- Travis Wealth Management- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-23 |
| S65 | Uniform Investment Adviser Law Examination | 2026-07-02 |
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