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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2014-11-19
  • KS RA
    APPROVED
    Since 2014-11-19

Branch Locations

7800 E. Central, Wichita, KS 67206 • United States

8202 East 21St St., Wichita, KS 67206 • United States

1544 S. Webb Rd., Wichita, KS 67207 • United States

3801 N Rock Road, Wichita, KS 67226 • United States

105 N Main, Wichita, KS 67202 • United States

105 N Main St, Wichita, KS 67202 • 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
Elite Cleaners Wichita KS 08/2008 Present
First Presbyterian Church Of Derby Wichita KS 03/2011 Present
Lpl Financial Llc Wichita KS 08/2012 Present
Intrust Financial Services Wichita KS 08/2012 Present
  • 08/2008 → Present
    Elite Cleaners
    Wichita, KS
  • 03/2011 → Present
    First Presbyterian Church Of Derby
    Wichita, KS
  • 08/2012 → Present
    Wichita, KS
  • 08/2012 → Present
    Intrust Financial Services
    Wichita, KS
Other Businesses

1. 08/20/2012 - INTRUST Financial Services - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 2. 01/28/2016 - NO BUSINESS NAME - NOT INV REL - START 09/01/2008 - Notary Public. Serve the public as an impartial witness in performing a variety of official fraud-deterrent acts related to the signing of important documents. 3. 11/17/2016: No Business Name - Not Investment Related - Home Based - Other-Business Owner - Started 03/31/2016 - 1 Hour Per Month/0 Hour During Securities Trading - Musical instrument repair. 4. 04/03/2019 - INTRUST Bank - Investment related - At reported business location(s) - Financial Institution Duty - start date:03/20/2019 - 0 hrs/mo - 0 hrs during trading. 5. 05/11/2023 - INTRUST WEALTH - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Advisor - Start Date 04/03/2023 - 140 Hours Per Month/ 5 Hours During Securities Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-11-18
S63 Uniform Securities Agent State Law Examination 2012-12-21
  • S65 Uniform Investment Adviser Law Examination
    2014-11-18
  • S63 Uniform Securities Agent State Law Examination
    2012-12-21

View on SEC IAPD

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