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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2021-07-21
TX RA APPROVED 2021-07-21
  • KS RA
    APPROVED
    Since 2021-07-21
  • TX RA
    APPROVED
    Since 2021-07-21

Branch Locations

1041 S. Ohio St, Salina, KS 67401 • United States

115 W Kansas Ave Ste B, Greensburg, KS 67054 • United States

318 N Main St, Mcpherson, KS 67401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed, Inc Salina KS 08/2003 Present
Various Insurance Carriers For W & R Insurance Agencies Salina KS 01/2004 Present
St Elizabeths Ann Seton Church Salina KS 09/2004 06/2019
Smart Start Sports Salina KS 09/2004 Present
Salina Area United Way Salina KS 08/2009 09/2019
Efour Inc Salina KS 09/2014 Present
Lift Scholarship Salina KS 03/2016 06/2019
Salina Art Center Endowment Salina KS 06/2016 Present
First Tee Salina Salina KS 06/2016 Present
Holmquist Estates Homeowners Association Salina KS 06/2017 Present
Salina Area Chamber Of Commerce Salina KS 01/2016 06/2020
Be Wealth (Dba) Salina KS 08/2017 Present
Salina Community Theatre Salina KS 10/2017 03/2020
Parpoints Golf, Llc Salina KS 08/2019 Present
Lpl Financial Llc Salina KS 07/2021 Present
  • 08/2003 → Present
    Waddell & Reed, Inc
    Salina, KS
  • 01/2004 → Present
    Various Insurance Carriers For W & R Insurance Agencies
    Salina, KS
  • 09/2004 → 06/2019
    St Elizabeths Ann Seton Church
    Salina, KS
  • 09/2004 → Present
    Smart Start Sports
    Salina, KS
  • 08/2009 → 09/2019
    Salina Area United Way
    Salina, KS
  • 09/2014 → Present
    Efour Inc
    Salina, KS
  • 03/2016 → 06/2019
    Lift Scholarship
    Salina, KS
  • 06/2016 → Present
    Salina Art Center Endowment
    Salina, KS
  • 06/2016 → Present
    First Tee Salina
    Salina, KS
  • 06/2017 → Present
    Holmquist Estates Homeowners Association
    Salina, KS
  • 01/2016 → 06/2020
    Salina Area Chamber Of Commerce
    Salina, KS
  • 08/2017 → Present
    Be Wealth (Dba)
    Salina, KS
  • 10/2017 → 03/2020
    Salina Community Theatre
    Salina, KS
  • 08/2019 → Present
    Parpoints Golf, Llc
    Salina, KS
  • 07/2021 → Present
    Salina, KS
Previous Registrations
  • 2003-11-21 → 2021-07-21
    Waddell & Reed
    Salina, KS
    Salina, KS
    Edmond, OK
    Salina, KS
    Salina, KS
Other Businesses

1) 07/13/2021- EFour Inc.- Business Entity For Tax/Investment Purposes Only- non-inv. related- 16 Red Fox Ln Salina, KS - Started 5/2014 2) 07/13/2021- BE Wealth- Business Entity For Tax/Investment Purposes Only- owner- non-inv. related- Salina, KS - Started 5/2014 3) 07/13/2021- EFour, Inc.- DBA for LPL Business (entity for LPL business)- inv. related- Salina, KS - Started 5/2014 4) 07/13/2021- ParPoints Golf- Other business-Founder/CEO - non-inv related- Salina, KS - Started 6/2020 5) 07/13/2021- EFour RE, LLC - Business Entity For Tax/Investment Purposes Only- non-inv. related- 1041 S. Ohio St. Salina, KS- Started 2018 6) 03/21/2022 - Crump Life Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Financial Advisor - Start Date - 03/04/2022 - 2 Hours Per Month/2 Hours During Securities Trading. 7) 06/22/2022 - BE Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 07/01/2021 - 160 Hours Per Month/ 160 Hours During Securities Trading. 8) 10/25/2022 - Be Accounting - Investment Related - Tax Prep/Accounting/CPA - Owner - Start Date - 11/01/2022 - 5 Hours Per Month/0 Hours During Securities Trading 9) 07/07/2023 - Be Guided - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 08/01/2023 - 80 Hours Per Month/ 4 Hours During Trading 10) 07/12/2023 - Be Assured, LLC - Investment Related - At Reported Business Location(s) - Insurance Agency - Start Date 08/01/2023 - 10 Hours Per Month/ 1 Hour During Trading 11) 01/16/2024 - Be Connected - Business Entity For Tax/Investment Purposes Only - Owner - Not Investment Related - At Reported Business Location(s) - Start Date 12/27/2023 - 0 Hours Per Month/ During Trading 12) 01/16/2024 - CONEXUS - Other - Business Travel / Trip Coordination - Owner - Not Investment Related - At Reported Business Location(s) - Start Date 12/27/2023 - 8 Hours Per Month/ 1 Hour During Trading 13) 02/14/2024 - Be Connected - Non-Inv Related - At Reported Business Location(s) - Other - Business Travel / Trip Coordination - Owner - Started: 7/1/2023 - 8 Hrs/mo; 1 Hr During Trading. 14) 02/14/2024 - EFour RE, LLC - Non-Inv Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started: 2/14/2024 - 1 Hr/Mo During Trading. 15. 08/21/2025 - Be Golf Links (Be Connected, LLC) - Other - Membership, Networking, and Event Manageme - Non-Inv Related - At Reported Business Location(s) - Start date: 06/01/2025 - 8 Hrs/mo; 3 Hr During Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-11-20
S63 Uniform Securities Agent State Law Examination 2003-10-15
  • S65 Uniform Investment Adviser Law Examination
    2003-11-20
  • S63 Uniform Securities Agent State Law Examination
    2003-10-15

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