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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-19 |
| KS | RA | APPROVED | 2025-07-01 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Intrust Bank Na | Wichita | KS | 12/2010 | 07/2023 |
| Lpl Financial | Wichita | KS | 05/2014 | 07/2023 |
| Lpl Financial | Fort Mill | SC | 07/2025 | Present |
| Hightower Advisors | Chicago | IL | 07/2023 | 04/2025 |
| Self-Employed | Wichita | KS | 04/2025 | 07/2025 |
1)06/30/2025 - Purposeful Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-23 |
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