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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-07 |
| KS | RA | APPROVED | 2018-02-14 |
| MO | RA | APPROVED | 2018-02-14 |
Branch Locations
4340 W 6Th Street, Lawrence, KS 66049 • United States
15100 W 67Th Street, Shawnee, KS 66217 • United States
6114 Nieman Rd, Shawnee, KS 66203 • United States
11900 College Blvd, Overland Park, KS 66210 • United States
4801 Town Center Dr., Leawood, KS 66211 • United States
13446 S. Blackbob Rd, Olathe, KS 66062 • United States
3101 Iowa St, Lawrence, KS 66046 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp. | Tampa | FL | 02/2015 | Present |
| Central Trust Bank | Leawood | KS | 02/2015 | Present |
| Lpl Financial Llc | Lawrence | KS | 02/2018 | Present |
1. 03/08/2018 - Central Investment Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 06/20/2024 - Investor Services Insurance - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Started: 4/1/2015 - 5 Hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-07 |
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