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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-02-13 |
| KS | RA | APPROVED | 2018-01-24 |
Branch Locations
7007 College Blvd Ste 270, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Overland Park | KS | 03/2015 | Present |
| Personal Financial Group | Overland Park | KS | 03/2015 | Present |
1. 03/27/2015 - PERSONAL FINANCIAL GROUP/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ OVERLAND PARK, KS 2. 6/7/2018 - Johnson Wealth Management LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date:08/17/2017 - 1 Hour(s) Per Month/1 Hour(s) During Trading. 3. 11/11/2022 - No Business Name - Not Investment Related - Home Based - Other-Freelance Writer - Start Date: 10/31/2022 - 4 Hours Per Month/1 Hour During Securities Trading - I will be a freelance writer for WIN Magazine, a Wrestling magazine covering our youth wrestling in Kansas.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-02 |
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