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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-10 |
| KS | RA | APPROVED | 2025-05-09 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steckline Communications | Wichita | KS | 08/2010 | 10/2021 |
| Market Advisory Group | Wichita | KS | 11/2021 | Present |
| Foundations Investment Advisors, Llc | Wichita | KS | 12/2022 | Present |
| Lpl Financial Llc | Wichita | KS | 05/2025 | Present |
| Heartland Credit Union | Wichita | KS | 03/2025 | Present |
1. 04/2025 - Heartland Wealth Strategies - DBA for LPL Business (entity for LPL business) - Investment Related - At reported business location(s) - 0 Hrs/Mth - 0 Hrs During Trading. - Time Spent: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-13 |
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