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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-07 |
| KS | RA | APPROVED | 2022-08-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kansas State University | Manhattan | KS | 08/2018 | 12/2021 |
| Salina Country Club | Salina | KS | 05/2019 | 08/2021 |
| Greek House Chefs | Manhattan | KS | 09/2019 | 03/2020 |
| Eaglecrest Retirement | Salina | KS | 12/2020 | 01/2021 |
| Landscape Consultants | Salina | KS | 05/2018 | 06/2018 |
| Salina Municipal Golf Course | Salina | KS | 06/2018 | 08/2018 |
| Southeast Of Saline Jr./Sr. High | Gypsum | KS | 08/2011 | 05/2018 |
| Salina Auto Auction | Salina | KS | 04/2012 | 12/2021 |
| Lpl Financial | Salina | KS | 01/2022 | Present |
1) 03/02/2022- DBA for LPL Business (entity for LPL business) - Be Wealth - Investment Related - Salina, KS 67401 2) 10/07/2025 - Be Tax, LLC - Investment Related - Tax Prep/Accounting/CPA - At Reported Business Location(s) - Start Date:09/02/2025 - 20 Hrs/Mth - 4 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-03 |
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