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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-04-26 |
Branch Locations
1206 W. Frontview St Suite 210, Dodge City, KS 67801-2095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Dodge City | KS | 03/2023 | Present |
| Farm Bureau Financial Services / Farm Bureau Wealth Management | Dodge City | KS | 08/2019 | 03/2023 |
| Ann Frigon - Carson Wealth | Dodge City | KS | 04/2019 | 08/2019 |
| Agh Wealth Advisors | Wichita | KS | 08/2015 | 04/2019 |
1) 11/17/2023 - David Helfrich Farm - Farming - Co-Owner - KS 67835 - Non investment related - 30 Hours per month - Start date: 12/1/2008. 2) 11/17/2023 - State of Kansas Notary Public - Notary - KS 67801 - Investment related - 1 Hour per month - Start date: 07/02/2020. 3) 09/23/2025- HR Land, LLC- Family Farm Business- INV Related- Not INV Related- Cimarron, KS- Start date 06/19/2024- 15 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-26 |
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