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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-08-22 |
| MO | RA | APPROVED | 2023-08-16 |
Branch Locations
11405 Nall Ave., Leawood, KS 66211 • United States
922 Walnut, Kansas City, MO 64106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Kansas City | MO | 12/2012 | 01/2017 |
| Commerce Brokerage Services, Inc. | Saint Louis | MO | 01/2017 | 08/2023 |
| Lpl Financial Llc | Leawood | KS | 08/2023 | Present |
1- 01/16/2026 - Commerce Financial Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/17/2017 - 0 hours per month/ during trading 2- 05/27/2026 - Blue Valley North High School PTO - Non-profit volunteer (not on board) - Not Investment Related - Leawood, KS - Start Date 06/01/2026 - 5 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-28 |
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