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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-05-14 |
| TX | RA | APPROVED | 2026-05-14 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
7450 W 130Th Street Suite 150, Overland Park, KS 66213 • United States
7450 W 130Th Street, Suite 150, Overland Park, KS 66213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Total Financial Group, Inc | Overland Park | KS | 01/1991 | Present |
| Lincoln Financial Securities Corporatation | Overland Park | KS | 07/2008 | 11/2024 |
| Hornor, Townsend & Kent, Llc | Horsham | PA | 11/2024 | 05/2026 |
| Lpl Financial Llc | Overland Park | KS | 05/2026 | Present |
1. 05/2026 - Karren Allen Properties, LLC - Real Estate Rental - Inv Related - 1 Hour(s)/Month - 1 Hour(s) During Trading - Overland Park KS 66221 - OBA Start Date: 01/02/2012 2. 05/2026 - Total Financial Group, Inc.- Non-Variable Insurance - Not Inv Related - 50 Hour(s)/Month - 30 Hour(s) During Trading -Overland Park, KS 66213 - OBA Start Date: 5/14/26 3. 05/2026 - Total Financial Group, Inc.- DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Overland Park KS 66213 - OBA Start Date: 05/14/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 1983-05-09 |
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