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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-10-07 |
Branch Locations
4340 W 6Th St, Lawrence, KS 66049 • United States
900 E Main St, Gardner, KS 66030 • United States
300 W 9Th Street, Lawrence, KS 66044 • United States
11900 College Blvd, Overland Park, KS 66210 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ft. Collins | CO | 01/2020 | 08/2021 |
| Uber / Lyft | Fort Collins | CO | 09/2017 | 03/2020 |
| Blue Federal Credit Union | Cheyenne | WY | 01/2019 | 07/2019 |
| University Of Wyoming | Laramie | WY | 08/2015 | 12/2018 |
| Team Say Yes (Dominos Pizza) | Laramie | WY | 06/2015 | 01/2018 |
| Walmart | Loveland | CO | 08/2019 | 10/2019 |
| Bank Of America, N.A. | Fort Collins | CO | 04/2020 | 08/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Collins | CO | 08/2021 | 10/2025 |
| Lpl Financial Llc | Lawrence | KS | 10/2025 | Present |
| Central Bank | Lawrence | KS | 10/2025 | Present |
1. 10/07/2025 / Investment products and services are offered through LPL Financial LLC using the DBA/trade name Central Investment Advisors / Investment Related / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-01 |
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