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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-16 |
| IL | RA | APPROVED | 2024-04-22 |
| KS | RA | APPROVED | 2024-04-22 |
| MO | RA | APPROVED | 2022-12-12 |
Branch Locations
7007 College Blvd Ste 270, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Quincy | IL | 08/2016 | Present |
| Lpl Financial Llc | Overland Park | KS | 12/2022 | Present |
1)12/08/2022 - Trendline Asset Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)12/08/2022 - KLO Companies LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - O'Falloon, MO - Start: 12/2022 3) 07/17/2024 - Personal Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/12/2024 - 160 Hours Per Month/ 140 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-22 |
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