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Deanna Lynn Renfro

LPl Financial LLC

Salina, KS

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2020-08-03
TX RA APPROVED 2020-08-03
  • KS RA
    APPROVED
    Since 2020-08-03
  • TX RA
    APPROVED
    Since 2020-08-03

Branch Locations

429 N Ohio Street Ste 10, Salina, KS 67401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Allied Securites, Inc San Diego CA 12/2013 08/2020
First Allied Advisory Services, Inc. Chesterfield MO 12/2013 08/2020
Lpl Financial Llc Salina KS 08/2020 Present
  • 12/2013 → 08/2020
    First Allied Securites, Inc
    San Diego, CA
  • 12/2013 → 08/2020
    First Allied Advisory Services, Inc.
    Chesterfield, MO
  • 08/2020 → Present
    Salina, KS
Previous Registrations
  • 2013-12-09 → 2020-08-04
    First Allied Advisory Services, Inc.
    Salina, KS
  • 2011-10-26 → 2013-12-09
    Sii Investments, Inc.
    Salina, KS
  • 2009-10-23 → 2011-10-31
    Salina, KS
    Salina, KS
  • 2003-08-15 → 2009-10-23
    Banc Of America Investment Services, Inc.
    Salina, KS
    Salina, KS
Other Businesses

1. 8/3/2020 - Personalized Financial Planning, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 6/15/2020. 2. 8/3/2020 - No Business Name - Not Investment Related - 200 S. 9th St. Salina, KS. 67401 - Other-Notary - Started 10/26/2011 - Strictly a duty of current employer. 3. 8/3/2020 - DEBAR LLC - Investment Related - 4680 W. Stimmel Rd. Salina, KS. 67401 - REAL ESTATE RENTAL - Started 7/1/2003 - Owner of Real Estate Rental. 4. 3/26/2021 - Personalized Financial Planning LLC (AKA for CA- Insurance Agency of PFP) - Investment Related - At Reported Business Location(s) - Insurance Agency - Started 08/03/2020 - 50 Hours Per Month During Securities Trading - Selling Life, Health, Disability, LTC, Fixed Annuities. 5. 11/5/2021 - DLJ Properties, LLC - Investment Related - 429 N OHIO STREET, SUITE 7 SALINA KS - Real Estate Rental - Started 06/15/2020 - 1 Hour Per Month/0 Hours During Securities Trading - Owner of Real Estate Rental.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-07-26
S63 Uniform Securities Agent State Law Examination 1994-07-15
  • S65 Uniform Investment Adviser Law Examination
    2002-07-26
  • S63 Uniform Securities Agent State Law Examination
    1994-07-15
Designations
Other Names
  • Deanna Jorgensen
  • Deanna Lynn Ade
  • Deanna Lynn Ade

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