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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-10-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc. | Winfield | KS | 01/2025 | Present |
| Big N Small's Bbq | Arkansas City | KS | 04/2020 | 02/2025 |
| Anytime Fitness | Arkansas City | KS | 11/2018 | 04/2020 |
| Cowley County Community College | Arkansas City | KS | 04/2018 | 11/2018 |
| Northwest Kansas Technical College | Goodland | KS | 08/2017 | 04/2018 |
| Empac | Wichita | KS | 02/2017 | 08/2017 |
| Seeking Employment | Cedar Vale | KS | 09/2016 | 02/2017 |
| Chick-Fil-A | Tulsa | OK | 06/2015 | 09/2016 |
| Union State Bank | Winfield | KS | 01/2025 | Present |
1- 06/2025 / Family Wealth Management LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 7 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-14 |
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