Best Investors
Account
Sign in
Best Investors
Account
Sign in
CRD 4545315
LPl Financial LLC CRD 6413
$819B regulatory AUM 209,600 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-08-17 |
| KS | RA | APPROVED | 2016-04-18 |
Branch Locations
107 S. Wayne, Haysville, KS 67060 • United States
1501 North Rock Rd., Derby, KS 67037 • United States
1010 W 31St South, Wichita, KS 67217 • United States
105 N Main, Wichita, KS 67202 • United States
100 S. Main Street, El Dorado, KS 67042 • United States
7800 E. Central, Wichita, KS 67206 • United States
308 W Central, Andover, KS 67002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Intrust Bank | Haysville | KS | 11/2007 | Present |
| Lpl Financial Llc | Haysville | KS | 07/2011 | Present |
1. 06/07/2011 - INTRUST BANK - FINANCIAL INSTITUTION DUTY - 100% OF TIME SPENT - HAYSVILLE, KS 2. 06/01/2011-DBA ONLY-INTRUST FINANCIAL SERVICES 3. 11/10/2017 - INTRUST WEALTH - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Wealth Advisor - Start Date 11/01/2017 - 80 Hours Per Month/80 During Securities Trading. 4. 04/09/2019 - INTRUST Bank - Investment related - At reported business location(s) - Financial Institution Duty - start date:03/01/2019 - 1 hr/mo - 1 hr during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-03 |
Reach out to this advisor