Best Investors Account Sign in

Jeffrey Scott Bird

LPl Financial LLC

Overland Park, KS

Claim This Profile
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2021-02-18
TX RA APPROVED_RES 2021-02-18
  • KS RA
    APPROVED
    Since 2021-02-18
  • TX RA
    APPROVED_RES
    Since 2021-02-18

Branch Locations

7007 College Blvd Ste 270, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oppenheimer & Co. Inc. New York NY 01/2003 02/2021
Lpl Financial, Llc Overland Park KS 02/2021 Present
Previous Registrations
  • 2016-12-20 → 2021-02-19
    Oppenheimer & Co. Inc.
    San Francisco, CA
    Leawood, KS
    New York, NY
    San Francisco , CA
Other Businesses

1. 02/18/2021 - PERSONAL FINANCIAL GROUP/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ OVERLAND PARK, KS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-20
S63 Uniform Securities Agent State Law Examination 1995-02-22
  • S65 Uniform Investment Adviser Law Examination
    2016-12-20
  • S63 Uniform Securities Agent State Law Examination
    1995-02-22
Other Names
  • Jeff S Bird

View on SEC IAPD

Other Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH
MARINER
PCG WEALTH MANAGEMENT
MARINER ADVISOR NETWORK
ASPEN PRIVATE CREDIT MANAGER, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER
LISA BRINIG
KATRINA DELORES RADENBERG
JAMES KENNETH VIERS
DEANN MICHELE ELMORE
BRETT CHRISTOPHER KUNSHEK

Other Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS
MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

More in Overland Park, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor