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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-10-02 |
| TX | RA | APPROVED | 2024-10-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wichita | KS | 09/2010 | 10/2024 |
| Bank Of America, N.A. | Wichita | KS | 10/2010 | 10/2024 |
| Lpl Financial Llc | Wichita | KS | 10/2024 | Present |
1 - 08/19/2024 - Air Capital Wealth - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s). - Start Date: 10/02/2024 160 Hours/Month - 60 Hours During Trading 2. 03/21/2025 - Air Capital Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s). - Start date: 10/02/2024 - 160 Hours/Month - 60 Hours During Trading 3. 11/21/2025 - Air Capital Tax and Accounting - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 11/20/2025 - 10 hours per month/ 5 hours during trading 4. 01/05/2026 - MGD Real Estate LLC - Real Estate Rental - Owner - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 2 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-21 |
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