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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-21 |
| KS | RA | APPROVED | 2021-07-21 |
| MO | RA | APPROVED | 2021-07-21 |
| PA | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
| WY | RA | APPROVED | 2021-07-21 |
Branch Locations
2036 S Ohio St, Salina, KS 67401 • United States
116 W. Main, Hill City, KS 67642 • United States
105 E 27Th St Ste C, Hays, KS 67601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Vi | Salina | KS | 03/2014 | 11/2016 |
| Waddell & Reed Inc | Salina | KS | 03/2016 | 01/2017 |
| Salina Area Young Professionals | Salina | KS | 12/2016 | 06/2018 |
| Various Insurance Carriers For W & R Insurance Agencies | Salina | KS | 12/2017 | 07/2021 |
| Salina Area Young Professionals | Salina | KS | 07/2018 | 07/2021 |
| Lpl Financial Llc | Salina | KS | 07/2021 | Present |
1) 2017 - Other - Non-Variable Insurance Trails Only / Crump / Investment Related / Salina, KS 67401 2) 05/07/2021 - DBA for LPL Business (entity for LPL business) / Smoky Hill Financial Group / Investment Related / Salina, KS 67401 3) 09/26/2022 - Exclusive Insurance Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Financial Advisor - Start Date - 09/08/2022 - 5 Hours Per Month/5 Hours During Securities Trading 4) 10/24/2024 - Associates of Clifton Park - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 08/08/2024 - 2 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-12 |
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