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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-07-24 |
| TX | RA | APPROVED | 2026-07-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Wichita | KS | 08/2025 | Present |
| Meritrust Credit Union | Wichita | KS | 06/2022 | Present |
| Subaru Of America | Wichita | KS | 05/2022 | 06/2022 |
| Carvana | Wichita | KS | 06/2021 | 05/2022 |
| Target | Omaha | NE | 09/2020 | 06/2021 |
| Grass Pad | Omaha | NE | 04/2020 | 09/2020 |
| Associated Wholesale Grocers | Norfolk | NE | 01/2020 | 04/2020 |
| Hyvee Grocery Store | Norfolk | NE | 08/2016 | 08/2019 |
| Full Time Student | Omaha | NE | 08/2019 | 12/2019 |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name MERITRUST WEALTH MANAGEMENT - Inv Rel - At Reported Business Location (s) - Start Date : 07/2026 2. 07/2026 - Meritrust Wealth Management - Financial Institution Duty - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – Wichita KS 67210 – OBA Start Date: 06/06/2022
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-05 |
| S65 | Uniform Investment Adviser Law Examination | 2026-04-07 |
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