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7450 West 130Th Street Suite 410, Overland Park, KS 66213 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-22 |
| KS | RA | APPROVED | 2023-01-04 |
Branch Locations
7450 West 130Th Street Suite 410, Overland Park, KS 66213 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-07-30 |
| KS | RA | APPROVED | 2018-01-31 |
| PA | RA | APPROVED | 2017-08-16 |
Branch Locations
7450 West 130Th St, Ste 410, Overland Park, KS 66213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Overland Park | KS | 06/2002 | Present |
| Personal Financial Group | Overland Park | KS | 05/2011 | 06/2019 |
| Centerpoint Advisory Group, Llc | Overland Park | KS | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 1983-08-15 |
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