Best Investors Account Sign in
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-10-15
MO RA APPROVED 2025-10-15
TX RA APPROVED 2025-10-15
  • KS RA
    APPROVED
    Since 2025-10-15
  • MO RA
    APPROVED
    Since 2025-10-15
  • TX RA
    APPROVED
    Since 2025-10-15

Branch Locations

4707 Executive Dr, San Diego, CA 92121-3091 • United States

2703 A Running Horse Rd, Plat City, MO 64079 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Southern Glazers Houston TX 01/2020 12/2020
Cerner Kansas City MO 01/2021 06/2021
Decade Investor Llc Prairie Village KS 06/2021 Present
Decades Wealth Management Llc Prairie Village KS 11/2023 04/2024
Student N/A KS 08/2003 12/2019
Mokan Wealth Management Overland Park KS 04/2024 10/2024
Aspyre Wealth Partners Overland Park KS 10/2024 07/2025
The Nodaway Valley Bank Platte City MO 08/2025 Present
Lpl Financial Platte City MO 10/2025 Present
  • 01/2020 → 12/2020
    Southern Glazers
    Houston, TX
  • 01/2021 → 06/2021
    Cerner
    Kansas City, MO
  • 06/2021 → Present
    Decade Investor Llc
    Prairie Village, KS
  • 11/2023 → 04/2024
    Decades Wealth Management Llc
    Prairie Village, KS
  • 08/2003 → 12/2019
    Student
    N/A, KS
  • 04/2024 → 10/2024
    Overland Park, KS
  • 10/2024 → 07/2025
    Overland Park, KS
  • 08/2025 → Present
    The Nodaway Valley Bank
    Platte City, MO
  • 10/2025 → Present
    Lpl Financial
    Platte City, MO
Previous Registrations
Other Businesses

1) 10/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Nodaway Valley Investment Services / Inv Related / At reported business location (s) 160 hrs per month 2) 10/2025 - Decade Investor LLC / Author / Inv Related / Start date 05/04/2020 -

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-16
  • S65 Uniform Investment Adviser Law Examination
    2023-10-16

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in San Diego, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor