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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Reno | NV | 09/2000 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies, Inc. | Reno | NV | 11/2000 | 07/2021 |
| Somersett Golf & Country Club | Reno | NV | 08/2015 | 08/2018 |
| Reno Corvette Club | Reno | NV | 01/2017 | 03/2017 |
| Lpl Financial Llc | Reno | NV | 07/2021 | Present |
1. 1/11/2022 - The Business of Life and Golf - Not Investment Related - 8575 18th hole ct Reno Nv 89523 - Other-Published Author - Started 01/12/2022 - 2 Hours Per Month/0 Hours During Securities Trading. 2. 04/28/2022 - Jackson and Whitaker - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 05/02/2022 - 160 Hours Per Month/ 120 Hours During Securities Trading. 3. 01/28/2026 - Reno Powerhouse Fitness - Business Owner - Investor - Not Investment Related - Reno, NV - Start Date 02/11/2026 - 2 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-12 |
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