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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-09-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ups | Manhattan | KS | 01/2016 | 05/2018 |
| Poet Ethanol Products | Wichita | KS | 05/2018 | 02/2021 |
| Kelli Altvater | Hutchinson | KS | 02/2021 | 04/2021 |
| Waddell & Reed, Inc. | Hutchinson | KS | 04/2021 | 07/2021 |
| Lpl Financial, Llc | Hutchinson | KS | 07/2021 | Present |
1. 9/22/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance. 2. 10/31/2023 - Invision Investment Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/19/2021 - 40 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-13 |
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