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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
Lees Summit, MO • United States
1741 Ne Douglas St Ste 100, Lees Summit, MO 64086 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Independence | MO | 06/2010 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Lees Summit | MO | 10/2010 | 07/2021 |
| Linking Kc | Olathe | KS | 10/2013 | 10/2016 |
| Jesse Snow, Llc | Lees Summit | MO | 01/2014 | 12/2019 |
| Mid-Missouri Group Llc | Harrisonville | MO | 09/2017 | 07/2021 |
| Divorce Care Center | Overland Park | KS | 12/2017 | 07/2021 |
| Lpl Financial Llc | Lees Summit | MO | 07/2021 | Present |
1) 5/2017 - DBA for LPL Business (entity for LPL business) - LifeGoals Strategies Group - 1hr/mon - Lees Summit, MO 64086 2) 11/2021 - Non-Variable Insurance - Jesse Snow - Investment Related - Lees Summit, MO 64086 3) 5/2017 - Business Entity For Tax/Investment Purposes Only - Mid-Missouri Group LLC - Not Investment Related - 1 hr/mon - Harrisonville, MO 64701 4) 12/7/2021 - Associates of Clifton Park and Crump Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent/Producer - Started 10/11/2021 - 3 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-03 |
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