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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-12-06 |
| TX | RA | APPROVED | 2023-12-05 |
Branch Locations
1420 Nw Vivion Rd, Ste 109, Kansas City, MO 64118 • United States
7500 College Blvd, 5Th Floor, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2017 | 10/2023 |
| Ryan Transportation | Overland Park | KS | 12/2014 | 02/2017 |
| Lpl Financial Llc | Kansas City | MO | 12/2023 | Present |
1.12/05/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Wealth KC; Investment Related; at Reported Business Location(s); Start Date 12/07/2023; 120hrs/mth; 40hrs during trading 2.07/31/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Wilson Wealth Management LLC; Investment Related; at Reported Business Location(s); Start Date 11/15/2024; 40hrs/mth; 32hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-26 |
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