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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-06-05 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
5000 W 134Th St, Suite 100, Leawood, KS 66209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Leawood | KS | 06/2026 | Present |
| Signiaco | Prairie Village | KS | 07/2012 | 01/2019 |
| Tax Favored Benefits | Overland Park | KS | 11/2016 | 11/2018 |
| Ameritas Investment Corp | Lincoln | NE | 01/2017 | 11/2018 |
| Ameritas Life Insurance Corp | Lincoln | NE | 12/2016 | 11/2018 |
| Edward Jones | St Louis | MO | 03/2019 | 06/2026 |
1. 06/2026 - Origins Private Wealth - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – Leawood, KS, 66211 – OBA Start Date: 6/5/2026 2. 06/2026 - Origins Private Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – Leawood, KS, 66211 – OBA Start Date: 6/5/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-22 |
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