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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
3141 Lillian Ave Ste 3, Murrysville, PA 15668 • United States
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 | Murrysville | PA | 05/2000 | 07/2021 |
| Various Insurance Carriers | Monroeville | PA | 05/2000 | 07/2021 |
| Lpl Financial Llc | Murrysville | PA | 07/2021 | Present |
VARIOUS INSURANCE CARRIERS; MONROEVILLE, PA; INVESTMENT RELATED; INSURANCE SALES; INSURANCE AGENT; 5/2000-PRES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 1989-02-21 |
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