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301 N. Main Street Suite 1700, Wichita, KS 67202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-12 |
| KS | RA | APPROVED | 2013-10-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Agh Wealth Advisors, Llc | Wichita | KS | 09/2013 | Present |
| Lpl Financial Llc | Wichita | KS | 10/2013 | Present |
1. 10/8/2013: AGH Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 12/11/2013: AGH Wealth Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Time Spent 99%. 3. 12/12/2013: AGH Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4. 2/11/2014: AGH Employer Solutions - Investment Related - Third Party Administrator (TPA) - Time Spent 10% - DBA for payroll, HR and retirement plan accounting services. 5. 4/29/2014: Insight Wealth Strategies, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 1% - Sale of life, disability and long term care insurance. 6. 9/14/2021 - AGH Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 09/01/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through AGH Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 09/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7. 09/02/2021 - AGH Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/01/2021 - 160 Hours Per Month/8 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-16 |
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