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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 | 2021-07-21 |
Branch Locations
1741 Ne Douglas St Ste 100, Lees Summit, MO 64086 • United States
Lees Summit, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Independence | MO | 03/2015 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Independence | MO | 05/2015 | 07/2021 |
| Mid-Missouri Group Llc | Harrisonville | MO | 09/2017 | 07/2021 |
| Lpl Financial Llc | Lees Summit | MO | 07/2021 | Present |
1. 7/27/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance. 2. 7/27/2021 - LifeGoals Strategies Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 7/27/2021 - Mid-Missouri Group LLC - Not Investment Related - 715 Ann Avenue, Harrisonville , MO, 64701 - Business Entity For Tax/Investment Purposes Only - General Partner - Started 10/08/2017. 4. 11/19/2021 - Associates of Clifton Park and CRUMP Life Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent/Producer - Started 11/17/2021 - 5 Hours Per Month/4 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-06 |
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