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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-08-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Enterprises Llc | Liberty | MO | 07/2025 | Present |
| Winters & Associates | Kansas City | MO | 09/2017 | Present |
| Cook & Welbern Cpa | Kansas City | MO | 09/2017 | 08/2018 |
| Bross And Spidle Funeral Homes | Excelsior Springs | MO | 12/2017 | 11/2018 |
| Mid American Wealth Advisory Group | Kansas City | MO | 08/2023 | 11/2024 |
| Optiv Security | Overland Park | KS | 07/2015 | 08/2017 |
1. 07/01/2025 - Winters & Associates - Tax Prep/Accounting/CPA - Inv Related - Kansas City, MO - Start Date 08/01/2016 - 167hrs/MTH 130hrs/MTH During Trading 2. 07/01/2025 - Winters & Associates SIMPLE IRA plan - Act in a Fiduciary Capacity - Non Inv Related - Kansas City, MO - Start Date 06/23/2025 - 1hr/MTH 1hr/MTH During Trading 3. 07/01/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - Liberty, MO - Start Date - 160hrs/MTH 160hrs/MTH During Trading 4. 07/01/2025 - N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Inv Related - Liberty, MO - Start Date - 160hrs/MTH 160hrs/MTH During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-22 |
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