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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_RES | 2021-07-21 |
Branch Locations
1100 Sw Wanamaker Rd, Ste 9, Topeka, KS 66604-3805 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Topeka | KS | 04/2008 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Lawrence | KS | 05/2008 | 07/2021 |
| Lawrence Free State High School | Lawrence | KS | 01/2011 | 07/2021 |
| Smith Baseball Academy | Topeka | KS | 12/2012 | 07/2021 |
| Flint Hills Bass Association | Topeka | KS | 01/2013 | 07/2021 |
| Nickalas Butler | Topeka | KS | 08/2016 | 07/2021 |
| Butler Fishing Llc | Lawrence | KS | 09/2018 | 07/2021 |
| Lakeshore Financial, Llc | Topeka | KS | 05/2019 | 07/2021 |
| Lpl Financial Llc | Topeka | KS | 07/2021 | Present |
1- 10/07/2021 / Smith Baseball Academy / Outside/W-2 Employment / 3 HR MNTH / Not Investment Related / Topeka, KS - Start Date 12/2012 2- 10/07/2021 / Butler Fishing, LLC / Other / 2 HR MNTH / Not Investment Related / Lawrence, KS - Start Date 09/2018 3- 10/07/2021 - DBA for LPL Business (entity for LPL business) / Lakeshore Financial, LLC / Investment Related / At Reported Business Location(s) - Start Date 05/2019 4- 02/25/2022 - Crump - Investment Related - 4135 North Front Street, Harrisburg, PA 17110 - Non-Variable Insurance - Advisor - Start Date: 02/16/2022 - 1 Hour Per Month/0 Hours During Securities Trading. 5- 02/25/2022 - Associates of Clifton Park - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Advisor - Start Date: 02/16/2022 - 1 Hour Per Month/0 Hours During Securities Trading. 6-12/29/2022 - Sentinel Security Life - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 11/30/2022 - 10 Hours Per Month/10 Hours During Securities Trading 7- 08/31/2023 - Midwest Lawns LLC - Other - Lawn Care - Owner - Not Investment Related - Home Based - Start Date 08/28/2023 - 10 Hours Per Month/ 0 Hours During Trading 8- 02/20/2026 - Lawrence Free State High School - Coach/ Sports/ Fitness - Not Investment Related - Lawrence, KS - Start Date 03/01/2026 - 40 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-25 |
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