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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-10-02 |
| TX | RA | APPROVED | 2024-10-02 |
Branch Locations
1010 Taft Street, Great Bend, KS 67530 • United States
555 N. Webb Rd Suite A, Wichita, KS 67206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Wichita | KS | 05/2015 | 03/2017 |
| Wells Fargo Clearing Services, Llc | Wichita | KS | 04/2017 | 11/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wichita | KS | 11/2017 | 10/2024 |
| Bank Of America, N.A. | Wichita | KS | 01/2018 | 10/2024 |
| Lpl Financial Llc | Wichita | KS | 10/2024 | Present |
1) 08/22/2024-Air Capital Wealth-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 10/02/2024-160hrs/mth 2) 08/22/2024-BEG Enterprises LLC-Real Estate Rental-Owner-Inv Related-At Churchill, CT-Start date 12/10/2020-10hrs/mth 3) 03/21/2025 - Air Capital Wealth Management - None - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - 160 Hrs/Mth - 60 Hrs During Trading - Start Date: 10/02/2024 4) 11/21/2025 - Air Capital Tax and Accounting - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) - Start Date 11/20/2025 - 25 hours per month/ 20 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-25 |
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