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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
131 N Santa Fe Ave, Ste 120, Salina, KS 67401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umb | Salina | KS | 03/2004 | 04/2017 |
| Next Financial Group | Salina | KS | 04/2017 | 07/2025 |
| Lpl Financial Llc | Salina | KS | 07/2025 | Present |
1. 07/10/2025-World Class Sports- Non-Profit Board Member- Not INV Related- At Salina, KS- Start date 04/15/2024- 10 Hours Per Month 2. 07/10/2025- Centric Wealth Management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 04/17/2017- 120 Hours Per Month- 120 Hours During Trading 3. 07/10/2025- Centric Wealth Management- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 04/17/2017- 20 Hours Per Month- 20 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-01 |
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