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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| KS | RA | APPROVED | 2026-03-10 |
Branch Locations
107 N 6 St Ste 1, Atchison, KS 66002 • United States
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 |
|---|---|---|---|---|
| Caudle Financial Group | Atchison | KS | 05/2024 | Present |
| Sunrise Homes | Atchison | KS | 05/2016 | 09/2020 |
| Canvas Wealth Advisors | Shawnee | KS | 06/2023 | 08/2023 |
| Student | Atchison | KS | 08/2007 | 05/2024 |
| Berthel, Fisher & Company Financial Services, Inc. | Atchison | KS | 05/2024 | 03/2026 |
| Lpl Financial Llc | Atchison | KS | 03/2026 | Present |
1. 03/2026 - Gateway Capital LLC - Business Owner - Investment Related - 5 Hrs/Mth - 0 Hrs During Trading - Atchison, KS 66002 - OBA Start Date: 04/01/2025 2. 03/2026 - Caudle Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 03/10/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-23 |
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