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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_RES | 2021-07-21 |
Branch Locations
1741 Ne Douglas St Ste 100, Lees Summit, MO 64086 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Independence | MO | 01/1982 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Kansas City | MO | 04/1991 | 07/2021 |
| Pillar To Post Development, Llc | Cincinnati | OH | 09/2009 | 07/2021 |
| Stick This In Your Ear Llc | Lees Summit | MO | 04/2009 | 07/2021 |
| Success Kc Inc | Kansas City | MO | 06/2015 | 07/2021 |
| A Thyme For Everything | Lees Summit | MO | 10/2017 | 07/2021 |
| Mid-Missouri Group, Llc | Harrisonville | MO | 09/2017 | 07/2021 |
| Lpl Financial Llc | Lees Summit | MO | 07/2021 | Present |
1) 5/2010 - Pillar to Post Development, LLC / Real Estate Rental / Investment Related / 0HR / MO / 1308 Schirmer Avenue, Cincinnati , OH, 45230 2) 5/2017 - LifeGoals Strategies Group / DBA for LPL Business (entity for LPL business) / Investment Related / 0HR / MO / 1741 NE Douglas St. Suite 100, Lee s Summit, MO 64086 3) 5/2017 - Mid-Missouri Group, LLC / Business Entity For Tax/Investment Purposes Only / Investment Related / 0HR / MO / 715 Ann Avenue, Harrisonville, MO, 64701 4) 9/2017 - A Thyme for Everything / Other / Not Investment Related / 0HR / MO / 229B SE Main ST., Lee's Summit , MO, , 64063 5) 04/2009 - Stick This in Your Ear, LLC / Other / Not Investment Related / 0HR / MO / 1424 SW Surrey Trace, Lees Summit , MO, 64081
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1982-05-14 |
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