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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-06-30 |
Branch Locations
4444 N Belleview Ave Suite 202 Suite 100, Kansas City, MO 64116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Totowa | NJ | 12/2022 | 08/2023 |
| Froggys Llc | St. Marys | KS | 08/2019 | 09/2020 |
| Student | Saint Marys | KS | 09/2009 | 06/2021 |
| The Onyx Collection | Belvue | KS | 04/2021 | 08/2023 |
| Veranorth Capital Management Llc | Houston | TX | 08/2023 | 01/2024 |
| Emily Halal | Houston | TX | 01/2024 | 04/2024 |
| Primerica Financial Services | Totowa | NJ | 03/2022 | 08/2023 |
| Northwestern Mutual Investment Services Llc | Houston | TX | 05/2024 | 05/2025 |
| Emily Halal | Houston | TX | 04/2024 | 05/2025 |
| United Parcel Service | Stafford | TX | 11/2023 | 01/2024 |
| Jpe Wealth Management | Kansas City | MO | 06/2025 | Present |
| Lpl Financial | Kansas City | MO | 06/2025 | Present |
1 - 06/2025 - JPE Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-07 |
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