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7450 West 130Th Street Suite 410, Overland Park, KS 66213 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-10 |
| KS | RA | APPROVED | 2023-01-05 |
Branch Locations
7450 West 130Th Street Suite 410, Overland Park, KS 66213 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-02-13 |
| KS | RA | APPROVED | 2018-01-23 |
Branch Locations
7450 West 130Th St, Ste 410, Overland Park, KS 66213 • United States
Overland Park, KS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Overland Park | KS | 12/1999 | Present |
| Personal Financial Group | Overland Park | KS | 05/2015 | 12/2018 |
| Lpl Financial | Overland Park | KS | 01/1992 | Present |
| Centerpoint Advisory Group, Llc | Overland Park | KS | 02/2022 | Present |
1. 09/30/2005 - No Business Name - Not Investment Related - Notary 2. 04/30/2007 - CENTERPOINT ADVISORY SERVICES - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 3. 01/11/2023 - Centerpoint Advisory Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 12/28/2022 - 300 Hours Per Month/65 Hours During Securities Trading - I provide investment advisory services through Centerpoint Advisory Group, an independent investment advisor firm. I started this business activity in 12/2022. I expect to spend approximately 300 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 09/23/2024 - Centerpoint Advisory - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/16/2024 - 5 Hours Per Month/ 1 Hour During Trading 5. 10/16/2025 - CENTERPOINT ADVISORY GROUP - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/15/2025 - 2 Hours Per Month/ 0 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-24 |
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