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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-02 |
| CA | RA | APPROVED | 2021-07-21 |
| CO | RA | APPROVED | 2021-07-21 |
| FL | RA | APPROVED | 2021-07-21 |
| MT | RA | APPROVED | 2021-07-21 |
| NM | RA | APPROVED | 2021-07-21 |
| ND | RA | APPROVED | 2021-07-21 |
| SC | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 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. | Great Falls | MT | 07/2000 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Great Falls | MT | 06/2001 | 07/2021 |
| Candra All4Him | Great Falls | MT | 07/2010 | 07/2021 |
| Lifestyle Real Estate Firm Llc | Great Falls | MT | 12/2016 | 07/2021 |
| Candra Oakes-Niswanger Llc | Great Falls | MT | 05/2017 | 07/2021 |
| Mtc Lifestyle Llc | Great Falls | MT | 07/2020 | 07/2021 |
| T&C Higher Development Llc | Great Falls | MT | 09/2010 | 07/2021 |
| Lifestyle Realestate Firm Llc | Great Falls | MT | 12/2016 | 07/2021 |
| Candra All4Him Llc | Great Falls | MT | 09/2010 | 07/2021 |
| All 4Him Gathering Ministries Inc. | Great Falls | MT | 01/2021 | 07/2021 |
| Warrior X Kingdom Academy | Great Falls | MT | 01/2021 | 07/2021 |
| Lpl Financial Llc | Great Falls | MT | 07/2021 | Present |
1) 9/2010 - For-Profit Business - Candra A114Him LLC - Not Investment Related - 20 hr/mon - Great Falls, MT 59404 2) 5/2017 - Business Owner - Candra Oakes Niswanger - Not Investment Related - 10 hr/mon - Great Falls, MT 59404 3) 7/2021 - DBA for LPL Business (entity for LPL business) - Candra Oakes Niswanger Business Acct - Investment Related - Great Falls, MT 59404 4) 7/2020 - Real Estate Rental - MTC Lifestyle LLC - Investment Related - 10 hr/mon - 721 Central Ave, Great Falls, Montana, 59401 5) 9/2010 - Business Owner - T&C Higher Development LLC - Not Investment Related - 40 hr/mon - Great Falls, MT 59404 6) 1/2021 - Business Owner - Warrior X Kingdom Academy - Not Investment Related - 12 hr/mon - Great Falls, MT 59404 7) 12/2016 - Business Owner - Lifestyle Real Estate Firm LLC - Not Investment Related - Great Falls, MT 59401 8) 03/28/2024 - Associates of Clifton Parks - Timothy Ripp EVP - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/27/2023 - 10 Hours Per Month/ During Trading 9) 12/16/2024- Six-Point Development- Other - Housing development- Not INV Related- At Reported Business Location(s)- Start date 12/01/2024- 15 HRS per mth 10) 12/19/2024- Waddell & Reed- DBA for LPL Business (entity for LPL business)- INV Related- At reported business location(s)- Start date 07/21/2021- 75 HRS per month- 6 HRS during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-13 |
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