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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-24 |
| MO | RA | APPROVED | 2025-09-08 |
Branch Locations
Springfield, MO • United States
3828 S Fremont Ave, Springfield, MO 65804 • United States
440 E Mt Vernon Blvd, Mount Vernon, MO 65712 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cox College | Springfield | MO | 01/2015 | 05/2017 |
| Cox Health | Springfield | MO | 06/2017 | 03/2018 |
| Homemaker | Bellevue | NE | 03/2018 | 01/2019 |
| Posh Princess | Omaha | NE | 01/2019 | 07/2019 |
| Werner Enterprises | Omaha | NE | 07/2019 | 11/2021 |
| James River Church | Ozark | MO | 11/2021 | 03/2023 |
| Lpl Financial Llc | Mount Vernon | MO | 01/2023 | Present |
1) 02/2025 - Kurth, Franck & Bowles Wealth Group / DBA for LPL Business (entity for LPL business) - Inv Related - At Reported Business Location(s) At Reported Business Location(s) - Start Date 02/21/2025 2) 11/10/2025- KFB Wealth Group- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 09/05/2025- 32 Hours Per Month/ During Trading 3) 02/18/2026 - KFB Wealth Group - Notary - Not Investment Related - At Reported Business Location(s) - Start Date 02/19/2026 - 3 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-05 |
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