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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-03-28 |
| MO | RA | APPROVED | 2005-01-05 |
Branch Locations
4444 N Belleview Ave Suite 202 Suite 100, Kansas City, MO 64116 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Kansas City | MO | 01/2005 | Present |
1. 6/29/2006 - OTHER-MUSICIAN - I USE TO PLAY MUSIC AS A PROFESSIONAL YEARS AGO, SO I DO GET CALLS OCCASIONALLY TO PLAY. I MIGHT PLAY ONE NIGHT PER MONTH. IT IS A HOBBY THAT I ENJOY AND I WILL MAKE A LITTLE MONEY ALONG THE WAY. - TIME SPENT 1% - KANSAS CITY, MO. 2. 7/9/2008 - JPE WEALTH MANAGEMENT - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-16 |
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