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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-01 |
| MO | RA | APPROVED | 2019-07-11 |
Branch Locations
10502 N Ambassador Dr Ste 200, Kansas City, MO 64153 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2016 | 07/2019 |
| Lpl Financial Llc | Kansas City | MO | 07/2019 | Present |
1. 04/28/2023 - Kansas State University - Olathe Campus - Not Investment Related - 22201 W Innovation Drive, Olathe, KS - Outside/W-2 Employment - Program Director and Instructor - Start Date 05/15/2023 - 80 Hours Per Month/65 Hours During Securities Trading. 2. 06/27/2024 - Five Key Capital Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/01/2024 - 160 Hrs/Mth - 160 Hrs During Trading. 3) 07/08/2025 - Other - Notary - Investment Related - At Reported Business Location(s) - Start Date:06/23/2025 - 1 Hrs/Mth - 1 Hrs During Trading. 4) 08/26/2025 - KC Deluxe Vending - Not Investment Related - Business Owner - At Reported Business Location(s) - Start Date:08/25/2025 - 2 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-15 |
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