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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-05 |
| KS | RA | APPROVED | 2014-04-25 |
Branch Locations
405 S 119Th St West, Wichita, KS 67235 • United States
2735 N Maize Rd., Wichita, KS 67205 • United States
142 N Ash, Valley Center, KS 67147 • United States
3801 N Rock Road, Wichita, KS 67226 • United States
105 N Main, Wichita, KS 67202 • United States
2005 West 21St St., Wichita, KS 67204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Intrust Bank | Wichita | KS | 07/2005 | Present |
| Lpl Financial | Charlotte | NC | 07/2011 | Present |
(1) 04/17/2014 -DBA ONLY - INTRUST FINANCIAL SERVICES - WICHITA, KS. (2) 5/10/2017 - INTRUST Wealth Management - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Wealth Advisor - Started 04/01/17 - 160 Hours Per Month/6 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-12 |
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