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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-08-07 |
| MO | RA | APPROVED | 2025-06-02 |
| TX | RA | APPROVED_RES | 2025-06-02 |
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 |
|---|---|---|---|---|
| Cutter & Company, Inc. | Ballwin | MO | 11/2012 | 06/2025 |
| Prospera Financial Services, Inc. | Overland Park | KS | 05/2025 | 06/2025 |
| Lpl Financial | Kansas City | MO | 06/2025 | Present |
1. Start Date: 06/02/2025 - BMG Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - Kanas City, MO 64112 - 0 Hrs/Mth - Hrs During Trading. - Time Spent: 0 2. Start date: 09/01/2022 - ROBB KOELLIKER L.L.C. - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Parkville, MO 64152 - 0 Hrs/Mth - Hrs During Trading. - Time Spent: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-12 |
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