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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-10-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Intrust Bank | Wichita | KS | 06/2014 | 02/2017 |
| Intrust Bank | Wichita | KS | 02/2017 | 09/2018 |
| Intrust Bank | Wichita | KS | 09/2018 | 05/2020 |
| Intrust Bank | Wichita | KS | 05/2020 | 10/2021 |
| Intrust Bank | Wichita | KS | 10/2021 | 03/2025 |
| Lpl Financial Llc | Wichita | KS | 03/2025 | Present |
1- 04/2025 / INTRUST Financial Services / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2- 04/2025 / Notary Public / Notary / Investment Related / 1 hr mth / 0 hrs during trading / Wichita, KS / Start date: 04/12/2021
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-24 |
| S65 | Uniform Investment Adviser Law Examination | 2025-09-09 |
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