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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-08 |
| KS | RA | APPROVED | 2023-11-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heartland Credit Union | Hutchinson | KS | 06/2013 | Present |
| Lpl Financial | Hutchinson | KS | 08/2023 | Present |
1- 09/2023 / Heartland Credit Union / Notary / INVESTMENT RELATED / START DATE 04/01/2014 2- 09/2023 / Heartland Wealth Strategies / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED 3) 03/13/2025 - Producers XL - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:03/07/2025 - 6 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-03 |
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