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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-10-11 |
| TX | RA | APPROVED | 2023-10-02 |
Branch Locations
8621 East 21St St N, Ste 180, Wichita, KS 67206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Wichita | KS | 05/2001 | 05/2021 |
| Nylife Securities | Wichita | KS | 05/2001 | 05/2021 |
| Eagle Strategies Llc | Wichita | KS | 04/2011 | 05/2021 |
| Voya Financial Advisors, Inc. | Wichita | KS | 05/2021 | 06/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 06/2021 | 10/2023 |
| Rt Financial, Llc | Wichita | KS | 08/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 10/2023 |
| Lpl Financial Llc | Wichita | KS | 10/2023 | Present |
1- 09/2023 / Loan with Paul Dahlke / BORROWER OF LOAN / Investment Related / start date 6/1/2021 2- 09/2023 / RT Financial, LLC / FIXED ANNUITY INSURANCE PRODUCTS / Investment Related / 6 HRS MNTH 3- 09/2023 / RT FINANCIAL / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / 160 HRS MNTH 4- 07/24/2024 - Clover Strategies - Real Estate Rental - Bel Aire, Kansas - Investment Related - Start Date 08/26/2024 - 5 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 1988-12-09 |
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