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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| CO | RA | APPROVED | 2025-01-01 |
| ID | RA | APPROVED | 2021-07-21 |
| IA | RA | APPROVED | 2021-07-21 |
| KS | RA | APPROVED | 2021-07-21 |
| MO | RA | APPROVED | 2021-07-21 |
| MT | RA | APPROVED | 2021-07-21 |
| NJ | RA | APPROVED | 2021-07-21 |
| NM | RA | APPROVED | 2021-07-21 |
| OH | RA | APPROVED | 2021-07-21 |
| PA | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
8415 E 21St St N, Ste 210, Wichita, KS 67206 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers For W&R Insurance Agencies | Bel Aire | KS | 05/2014 | 07/2021 |
| Park & Recreation- Athletics (Crusaders) | Wichita | KS | 07/2016 | 06/2019 |
| Waddell & Reed Inc | Dodge City | KS | 06/2013 | 07/2021 |
| Siefer & Kelly Management Llc | Dodge City | KS | 06/2019 | 07/2021 |
| Lpl Financial Llc | Dodge City | KS | 07/2021 | Present |
1- 06/2019 / Other / 8 HR MNTH / Dodge City, KS. 67801
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-14 |
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