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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-15 |
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