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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-04-01 |
| TX | RA | APPROVED | 2026-04-01 |
Branch Locations
6300 N Revere Dr Suite 250, Kansas City, MO 64151 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Liberty | MO | 05/2010 | 04/2026 |
| Lpl Financial Llc | Kansas City | MO | 04/2026 | Present |
1. 04/01/2026 - Emerald Legacy Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - 170 Hrs/Mth - 170 Hrs During Trading - At Reported Business Location(s) - Start Date 01/01/2024
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-05-06 |
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