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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-08-07 |
| KS | RA | APPROVED | 2024-08-05 |
| TX | RA | APPROVED_RES | 2024-08-05 |
Branch Locations
4400 College Blvd, Ste 101, Overland Park, KS 66211 • United States
4700 Belleview Ave Ste 410, Kansas City, MO 64112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Point Financial | Tulsa | OK | 06/2014 | 03/2017 |
| Adams Hall | Tusla | OK | 06/2014 | 07/2018 |
| Mariner Wealth Advisors | Tulsa | OK | 12/2014 | 07/2024 |
| Lpl Financial Llc | Kansas City | MO | 07/2024 | Present |
1) 05/17/2024 - The Buford Malone Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 05/17/2024 - BMG Advisors - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 3) 05/17/2024 - White Bison, LLC - Real Estate Rental - co-signer to a loan - OK 74107 - Investment related - Start date: 01/01/2020. 4) 07/2024 - Lawn Chicks LLC / Business Owner / Owner / Non Inv. Related / Village, KS / Start date 07/15/2024 - 5 Hrs per month - 5 % Time Spent 5) 01/29/2026 - vesco real estate, LLC - Real Estate Rental - Prairie Village, KS - Investment Related - Start Date 12/01/2025 - 5 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-11 |
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