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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-11 |
| KS | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Be Wealth | Salina | KS | 07/2019 | 07/2020 |
| Waddell And Reed | Salina | KS | 07/2020 | 07/2021 |
| Unemployed | Salina | KS | 09/2016 | 04/2017 |
| Salina Parks And Rec | Salina | KS | 05/2017 | 08/2019 |
| Lpl Financial, Llc | Salina | KS | 07/2021 | Present |
1. 8/12/2021 - EFour, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 5/2014. 2. 8/12/2021 - Investment Related - At Reported Business Location(s) - Non-Variable Insurance. 3. 1/11/2022 - BE Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/01/2021 - 160 Hours Per Month. 4. 08/19/2025 - Apex Engraving - Other - Goods and Services - Salina KS - Not Inv rel - Started 09/01/2025 - 10 Hours Per Month 0 hrs during Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-23 |
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