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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-25 |
| KS | RA | APPROVED | 2024-01-22 |
Branch Locations
115 W Kansas Ave Ste B, Greensburg, KS 67054 • United States
318 N Main St, Mcpherson, KS 67401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Salina | KS | 08/2021 | Present |
| Jbk Enterprises | Salina | KS | 05/2017 | 05/2018 |
| Kansas State University | Salina | KS | 08/2008 | 05/2017 |
| Jbk Enterprises | Salina | KS | 05/2018 | 04/2020 |
| Jbk Enterprises | Salina | KS | 04/2020 | 04/2021 |
| Jbk Enterprises | Salina | KS | 04/2021 | 07/2021 |
1) 11/06/2023 - BE Wealth - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start Date:7/20/2021 - 160 Hrs/Mth - 8 Hrs During Trading. 2) 11/06/2023 - EFOUR, INC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start Date: 10/26/2023 - 160 Hrs/Mth - 8 Hrs During Trading. 3) 11/06/2023 - Notary - KS 67401 - Investment related - Start date: 10/27/2021- 25 Hrs/Mth - 25 Hrs During Trading. 4) 02/05/2024 - Conexus - Non-Inv related - Salina, KS - Other - Travel Coordinator - CFO - Started: 2/1/2024 - 3 Hrs/mo; 0 Hr During Trading. 5) 05/15/2025 - EFOUR INC - Inv. Related - Business Entity For Tax/Investment Purposes Only - At reported business locations - Start Date:04/01/2024 - 160 Hrs/Mo; 160 Hr During Trading. 6) 05/15/2025 - EFOUR RE - Inv. Related - Business Entity For Tax/Investment Purposes Only - At reported business locations - Start Date:04/01/2024 - 5 Hrs/Mo; 0 Hr During Trading. 7) 05/16/2025 - Be Connected - Non-Inv Related - At Reported Business Location(s) - Other - Travel Coordinator - CFO - Started: 2/1/2024 - 3 Hrs/Mo; 0 Hr During Trading. 8) 05/16/2025 - Be Assure - Inv. Related - Insurance Agency - At reported business locations - Start Date:02/01/2024 - 5 Hrs/Mo; 1 Hr During Trading. 9) 07/11/2025 - Be Golf Links (Be Connected, LLC) - Not Investment Related - Other - Membership, Networking, and Event Manageme - At reported business locations - Start Date:06/01/2025 - 8 Hrs/Mth - 0 Hrs During Trading. 10) 09/03/2025- Be Tax- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 02/01/2024- 3 Hours Per Month- 3 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-20 |
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