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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-01 |
| KS | RA | APPROVED | 2002-09-27 |
Branch Locations
8340 Mission Rd Ste 205, Prairie Village, KS 66206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Prairie Village | KS | 09/2002 | Present |
1) 04/22/2021 - DBA for LPL Business (entity for LPL business) - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 2002 2) 04/22/2021 - JJ Real Estate Holdings LLC - Owner of Real Estate Rental - Inv Rel - Overland Park, KS - Start: 2013 - 5 Hr/Mth 3) 11/20/2025 - Other - Memoir Published - Not Investment Related - Home Based - Start Date 07/25/2025 - 0 hours per month/ during trading 4) 03/31/2026 - Flanagan Wealth & Trust - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) -Start Date 03/04/2026 - 80 hours per month/ 5 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-06-08 |
| S65 | Uniform Investment Adviser Law Examination | 1995-10-17 |
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