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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Independence | MO | 02/1989 | Present |
| Various Insurance Carriers For W & R Insurance Agencies | Blue Springs | MO | 02/1989 | Present |
| Rdsh, Llc | Blue Springs | MO | 07/2019 | Present |
| Lpl Financial Llc | Blue Springs | MO | 07/2021 | Present |
1-7/1/2019-RDSH,LLC/Business Entity For Tax/Investment Purposes Only/Not Investment Related/2/786 NE Galilea Ct., Blue Springs , MO, , 64014 2-7/21/2021-PCG Wealth Management/DBA for LPL Business (entity for LPL business)/Investment Related/150/1200 NW South Outer Rd. 222 Blue Springs. MO. 64015 3-7/21/2021-Steven Hellon/Non-Variable Insurance/Investment Related/0/1200 NW South Outer Rd. 222 Blue Springs. MO. 64015 4- 04/20/2022 - Millennium Brokerage Group - Investment Related - At Reported Business Location(s) Non-Variable Insurance - Agent - Start Date - 03/01/2022 - 5 Hours Per Month/5 Hours During Securities Trading. 5-4/4/2023 - Insurance Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 03/01/2023 - 5 Hours Per Month/5 Hours During Securities Trading 6- 05/09/2023 - TruChoice Financial Group LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 04/18/2023 - 5 Hours Per Month/5 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-29 |
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