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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-03-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frontier Wealth Management Llc | Wichita | KS | 04/2015 | 07/2022 |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2017 | 08/2022 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 07/2022 | 04/2023 |
| Capfinancial Securities Llc | Raleigh | NC | 07/2022 | 04/2023 |
| Lpl Financial Llc | Wichita | KS | 10/2024 | Present |
| Retired | Wichita | KS | 04/2023 | 10/2024 |
1. 03/26/2025- Air Capital Wealth Management- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s) 2. 03/27/2025 - P.E.O. Chapter I EW, Kansas - Non-Profit Board Member - Not Investment related - None - Start Date: 03/01/2024 - 15 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-02 |
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