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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2018-01-31 |
Branch Locations
7400 W 130 Street, Ste 310, Overland Park, KS 66213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco Private Ledger | Overland Park | KS | 04/2002 | Present |
| Personal Financial Group | Overland Park | KS | 05/2011 | Present |
1. 06/25/2003 - OUTSIDE SALES OF NON-VARIABLE INSURANCE 2. 10/03/2011- PERSONAL FINANCIAL GROUP, REGISTERED INVESTMENT ADVISOR, PERSONAL FINANCIAL GROUP, 75% 3. 05/23/2019 - Gregory Cornelius, MBA, CFP, LLC - Investment related - At reported business location(s) - Business Entity For Tax/Investment Purposes Only - start date:03/29/2019 - 160 hrs/mo - 120 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 1984-10-29 |
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