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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-14 |
| KS | RA | APPROVED | 2025-05-15 |
Branch Locations
2900 S. Oliver, Wichita, KS 67210 • United States
11737 E. 21St Street North, Wichita, KS 67206 • United States
3801 South Oliver, Wichita, KS 67210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2015 | 01/2018 |
| Northwestern Mutual Investment Services Llc | Wichita | KS | 12/2015 | 01/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2017 | 01/2018 |
| Cuso Financial Services, Lp | San Diego | CA | 03/2018 | 05/2025 |
| Meritrust Credit Union | Wichita | KS | 03/2018 | Present |
| Lpl Financial Llc | Wichita | KS | 05/2025 | Present |
1)05/15/2025 - Meritrust Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date : 05/01/2025 - 50 Hrs/Mth - 40 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-03 |
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