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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-05-15 |
| TX | RA | APPROVED | 2026-05-15 |
Branch Locations
318 N Main St, Mcpherson, KS 67401 • United States
1041 S. Ohio St, Salina, KS 67401 • United States
115 W Kansas Ave Ste B, Greensburg, KS 67054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Financial Bank | Mcpherson | KS | 10/2015 | 04/2022 |
| Cetera Investment Services Llc | St Cloud | MN | 10/2015 | 04/2022 |
| Cetera Investment Advisers Llc | Mcpherson | KS | 10/2015 | 04/2022 |
| Ameriprise Financial Services Llc | Mcpherson | KS | 04/2022 | 05/2026 |
| Lpl Financial Llc | Salina | KS | 05/2026 | Present |
1. 05/2026 - Jackson Township of McPherson Co - Non-Profit Board Member - Not Inv Related - 6 Hour(s)/Month - 0 Hour(s) During Trading - McPherson KS 67460 - OBA Start Date: 03/01/2016 2. 05/2026 - BE Wealth - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 135 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 5/15/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-02 |
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