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Inactive

Valerie Elizabeth Escobar

LPl Financial LLC

Overland Park, KS

Kansas City, MO

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2024-08-07
KS RA APPROVED 2024-08-05
TX RA APPROVED_RES 2024-08-05
  • MO RA
    APPROVED
    Since 2024-08-07
  • KS RA
    APPROVED
    Since 2024-08-05
  • TX RA
    APPROVED_RES
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2014 → 03/2017
    First Point Financial
    Tulsa, OK
  • 06/2014 → 07/2018
    Adams Hall
    Tusla, OK
  • 12/2014 → 07/2024
    Mariner Wealth Advisors
    Tulsa, OK
  • 07/2024 → Present
    Kansas City, MO
Previous Registrations
  • 2014-12-24 → 2024-08-05
    Tulsa, OK
    Overland Park, KS
  • 2014-07-31 → 2018-07-03
    Mariner Wealth Advisors
    Overland Park, KS
    Tulsa, OK
  • 2015-05-27 → 2017-03-22
    Firstpoint Financial, Llc
    Tulsa, OK
    Overland Park, KS
  • 2014-07-23 → 2016-01-21
    Firstpoint Financial, Llc
    Leawood, KS
    Tulsa, OK
  • 2012-08-17 → 2014-06-16
    Tulsa, OK
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-16
S63 Uniform Securities Agent State Law Examination 2010-06-11
  • S66 Uniform Combined State Law Examination
    2012-08-16
  • S63 Uniform Securities Agent State Law Examination
    2010-06-11
Designations
Other Names
  • Valerie Escobar
  • Valerie Elizabeth Escobar
  • Valerie Elizabeth Escobar
  • Valerie Elizabeth Kerr
  • Valerie Escobar Tietsort

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