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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED | 2024-11-14 |
Branch Locations
8110 E. 32Nd Street North Suite 160, Wichita, KS 67226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Wichita | KS | 05/2018 | 11/2024 |
| University Of Texas At Austin | Austin | TX | 08/2014 | 05/2018 |
| Lpl Enterprise, Llc | Wichita | KS | 11/2024 | Present |
1) 11/2024- YMCA of Wichita- Non-Profit Board Member- Not INV Related- Wichita, KS - Start date 09/06/2024- 3 HRS MTH- 1 HRS During Trading 2) 05/28/2026 - Valeris Wealth Designs - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/01/2026 - 120 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-23 |
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