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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Wichita | KS | 08/2005 | 09/2022 |
| Thrivent Financial For Lutherans | Appleton | WI | 11/2005 | 09/2022 |
| Lpl Financial Llc | Wichita | KS | 10/2022 | Present |
| Heartland Credit Union | Wichita | KS | 10/2022 | Present |
1) 10/10/2022 - Heartland Wealth Strategies - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 10/30/2023 - Producers XL - Salina, KS - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 08/28/2023 - 5 Hours Per Month/ 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-22 |
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