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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-05-10 |
| KS | RA | APPROVED | 2011-07-05 |
Branch Locations
8202 East 21St St., Wichita, KS 67206 • United States
105 N Main, Wichita, KS 67202 • United States
128 E Broadway, Newton, KS 67114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Intrust Bank N.A. | Wichita | KS | 03/1996 | Present |
| Uvest Financial Services Group, Inc. | Charlotte | NC | 07/2006 | Present |
| Lpl Financial Llc | Wichita | KS | 07/2011 | Present |
1. 06/07/2011 - OTHER, INTRUST BANK, 70% OF TIME SPENT. 2. 06/01/2011-DBA ONLY-INTRUST FINANCIAL SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 1988-10-20 |
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