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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-18 |
| KS | RA | APPROVED | 2024-09-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Overland Park | KS | 12/2014 | 11/2022 |
| Lincoln Financial Advisors Corporation | Overland Park | KS | 11/2022 | 05/2024 |
| Lpl Financial Llc | Leawood | KS | 09/2024 | Present |
| Osaic, Inc | Overland Park | KS | 05/2024 | 09/2024 |
1- 07/2024 / Fountain City Financial LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s). 2) 02/04/2025 - First Heartland Corp - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:02/14/2025 - 3 Hrs/Mth - 3 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-07 |
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