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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
1741 Ne Douglas St Ste 100, Lees Summit, MO 64086 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kansas City Parochial League | Kansas City | MO | 09/2009 | 09/2017 |
| Student | Kansas City | MO | 09/2006 | 09/2017 |
| Harpos | Columbia | MO | 01/2015 | 09/2017 |
| Waddell & Reed | Independence | MO | 09/2017 | 08/2018 |
| Waddell & Reed Inc | Independence | MO | 08/2018 | 07/2021 |
| Lpl Financial Llc | Lees Summit | MO | 07/2021 | Present |
1. 2017 - DBA for LPL Business (entity for LPL business) - LifeGoals Strategies Group - Investment Related - Lees Summit, MO 64086 2. 11/28/2022 - Saint Michael the Archangel Catholic High School - Not Investment Related - 2901 Lee's Summit Rd, Lee's Summit, MO 64064 - Other - Basketball Coach - Freshman basketball coach for St Michael Catholic High School - Start Date - 12/01/2022 - 40 Hours Per Month/0 Hours During Securities Trading 3. 07/31/2023 - Saint Michael the Archangel Catholic High School - Not Investment Related - 2901 Lee's Summit Rd., Summit, MO - Other - Basketball Coach - Freshman Coach - Start Date 12/01/2022 - 40 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-19 |
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