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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-07-21 |
Branch Locations
402 Middletown Blvd Ste 204, Langhorne, PA 19047 • United States
2 disclosure categories 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. | Langhorne | PA | 10/2008 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies, Inc. | Philadelphia | PA | 10/2008 | 07/2021 |
| Lpl Financial Llc | Langhorne | PA | 07/2021 | Present |
1) 11/2020 - Kenneth Lesesne / DBA for LPL Business (entity for LPL business) / Investment Related / 8HR / MO / 747 Pierce Rd. Clifton Park, NY 12065
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-11 |
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