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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-23 |
| KS | RA | APPROVED | 2025-02-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Education | Wichita | KS | 08/2012 | 04/2022 |
| Bicycle Pedaler | Wichita | KS | 05/2022 | 02/2024 |
| Vantagepointe Financial Group | Wichita | KS | 04/2024 | 02/2025 |
| Osaic | Wichita | KS | 10/2024 | 02/2025 |
| Lpl Financial, Llc | Wichita | KS | 02/2025 | Present |
| Intrust Bank | Wichita | KS | 02/2025 | Present |
1) 02/2025 - INTRUST FINANCIAL SERVICES / DBA for LPL Business (entity for LPL business) Inv Related - at reported business location (s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-27 |
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