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5700 W 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-10 |
| NV | RA | APPROVED | 2023-09-13 |
| CA | RA | APPROVED | 2023-09-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Reno | NV | 03/2006 | Present |
| Legacy Wealth Planning, Llc | Reno | NV | 09/2017 | Present |
| Mariner Independent Advisor Network | Overland Park | KS | 09/2023 | Present |
1. 02/28/2006 - LEGACY WEALTH PLANNING - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - 2. 03/30/2006 - Mark Levy Inc. - Business Entity For Tax/Investment Purposes Only - Investment Related - Time Spent 75% 3. 09/10/2014 - CMMP LLC - REAL ESTATE RENTAL - Investment Related - RENO, NV. - Start Date 03/01/2006 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 1985-06-07 |
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