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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-11 |
| MO | RA | APPROVED | 2024-11-14 |
Branch Locations
12312 Olive Boulevard Suite 300, St Louis, MO 63141-6474 • United States
6 Westowne Suite 601, Liberty, MO 64068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Century Investment Services Inc. | Kansas City | MO | 10/2016 | 03/2021 |
| American Century Investment Services Inc. | Kansas City | MO | 06/2015 | 09/2016 |
| Fas Corp. | Leawood | KS | 03/2021 | 08/2022 |
| Financial Advisory Service, Inc. | Leawood | KS | 03/2021 | 09/2022 |
| Raymond James Financial Services, Inc | Lees Summit | MO | 09/2022 | 06/2024 |
| Raymond James Financial Services Advisors, Inc. | Lees Summit | MO | 09/2022 | 06/2024 |
| Beyond Wealth Advisors | Lees Summit | MO | 09/2022 | 06/2024 |
| The Prudential Insurance Company Of America | Liberty | MO | 06/2024 | Present |
| Pruco Securities Llc | Liberty | MO | 06/2024 | 11/2024 |
| Lpl Enterprise, Llc | Liberty | MO | 11/2024 | Present |
1) 11/21/2024-The Opus Group-Financial Advisor-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 06/17/2024-160hrs/mth-130hrs/mth during trading 2) 06/04/2026-Valeris Wealth Designs-Financial Advisor-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 06/01/2026-160hrs/mth-10hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-22 |
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