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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-28 |
| KS | RA | APPROVED | 2023-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Wichita | KS | 03/2023 | Present |
| Intrust Bank | Wichita | KS | 02/2019 | Present |
| Chisholm Trail State Bank | Park City | KS | 07/2012 | 02/2019 |
1) 03/2023 - INTRUST Financial Services - DBA for LPL Business (entity for LPL business) - Inv. Related - WICHITA, KS 2) 03/2023 - INTRUST FINANCIAL SVCS - Financial Institution Duty - Inv. Related - Wichita, KS - Financial Representative - Start Date 03/20/2023 - 800hrs/month 3) 03/2023 - INTRUST BANK - Notary - Inv. related - Valley Center, KS - Notary - Start Date 09/24/2019 - 0hrs/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-18 |
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