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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
12312 Olive Boulevard Suite 300, St Louis, MO 63141-6474 • United States
12920 Metcalf Avenue Suite 210, Overland Park, KS 66213 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Overland Park | KS | 01/2015 | 11/2024 |
| Kansas State University | Manhattan | KS | 08/2014 | Present |
| Lpl Enterprise, Llc | Overland Park | KS | 11/2024 | Present |
1) 10/24/2024 - Rao Financial Group - Health Insurance and Medicare Broker - Non-Variable Insurance - Inv Related - At Overland Park, KS - Start Date 10/24/2024 - 20hrs/mth - 20hrs/mth During Trading 2) 10/09/2024 - Expedition Financial Services - Name of DBA - DBA for LPL Business (entity for LPL business) - Inv Related - At Overland Park, KS - Start Date 01/02/2023 - 180hrs/mth - 180hrs/mth During Trading 3) 10/24/2024 - Rao Financial Group, LLC - Health Insurance and Medicare Supplement brokerage - Non-Variable Insurance Commission Trails - Inv Related - At Overland Park, KS - Start Date 10/11/2021 - 0hrs/mth - 0hrs/mth During Trading 4) 03/19/2029-Manifest Succession Planning-President and Financial Planner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 03/16/2026-30hrs/mth-30hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-02 |
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