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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-30 |
| KS | RA | APPROVED | 2021-02-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Century Investment Services, Inc. | Kansas City | MO | 05/2019 | 12/2020 |
| Kansas State University | Manhattan | KS | 08/2015 | 05/2019 |
| American Century Investments | Kansas City | MO | 05/2018 | 08/2018 |
| Cimba | Paderno Del Grappa | 05/2017 | 06/2017 | |
| Lpl Financial | Wichita | KS | 06/2017 | 08/2017 |
| Dynamic Nc | Rose Hill | KS | 06/2015 | 12/2016 |
| Lpl Financial Llc | Wichita | KS | 01/2021 | Present |
| Intrust Bank | Wichita | KS | 01/2021 | Present |
1)01/15/2021 - INTRUST Financial SVCS - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2021
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-18 |
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