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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-21 |
| GA | RA | APPROVED | 2021-07-21 |
| ID | RA | APPROVED | 2021-07-21 |
| NC | RA | APPROVED | 2021-07-21 |
| OH | RA | APPROVED | 2021-07-21 |
| SC | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
| WI | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Dublin | OH | 09/2001 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Delaware | OH | 10/2001 | 07/2021 |
| Lpl Financial Llc | Dublin | OH | 07/2021 | Present |
1) 2002 - Thomas Kovach - Jack and Frances Kovach Irrevocable Trust (Parents Irrevocable Trust) / Act in a Fiduciary Capacity / Investment Related / 0HR / MO / 167 Bevian Way, Delaware, OH 43015 2) 10/2001 - CLIFTON PARK AND CRUMP VENDORS FOR TERM / Non-Variable Insurance / 0HR / MO / DELAWAREOhio
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-05-02 |
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