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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-06-18 |
| MO | RA | APPROVED | 2018-06-15 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Securities America, Inc | Lee'S Summit | MO | 06/2007 | 06/2018 |
| Jeff Gaeth Insurance | Lee'S Summit | MO | 09/1994 | 06/2018 |
| Jeff Gaeth - Tax | Lee'S Summit | MO | 02/2007 | Present |
| Securities America Advisors, Inc | Lees Summit | MO | 02/2008 | 06/2018 |
| Lpl Financial Llc | Kansas City | MO | 06/2018 | Present |
1)06/15/2018 - Tax Prep/Accounting/CPA - Jeff Gaeth, Tax Preparer - 20% - KANSAS CITY, MO 64139 2)06/15/2018 - Outside/W-2 Employment - Referee - 5% - KANSAS CITY, MO 64139 3)3/23/2021 - JMG Investment Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 2/4/2021 - 150 Hours Per Month/150 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-02-18 |
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