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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-01 |
| KS | RA | APPROVED | 2023-05-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Ottawa | KS | 03/2023 | Present |
| Doordash | Olathe | KS | 07/2021 | Present |
| Globe Life Liberty National Division | Overland Park | KS | 07/2022 | 11/2022 |
| American Eagle | Ottawa | KS | 03/2019 | 07/2021 |
| Unemployed | Ottawa | KS | 01/2019 | 02/2019 |
| Hyvee | Lawrence | KS | 12/2017 | 12/2018 |
| University Of Kansas | Lawrence | KS | 07/2017 | 12/2018 |
| Ottawa High School | Ottawa | KS | 07/2013 | 06/2017 |
1) 03/29/2023 - Door Dash - Outside/W-2 Employment - Non-inv. Related - Ottawa, KS - Driver - Start Date 07/01/2021 - 32hrs/month 2)03/29/2023 - Advanced Investments - DBA for LPL Business (entity for LPL business) - Inv. Related - Ottawa, KS - Start Date:12/15/2022. 3) 10/09/2024 - Colonial Life - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 09/16/2024 - 10 Hours Per Month/ 0 Hours During Trading. 4) 10/14/2025 - Valdiviez-Randall Properties - Investment Related- Real Estate Rental - Home Based - Start Date:11/01/2025 - 5 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-03 |
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