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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-07 |
| CA | RA | APPROVED | 2020-05-18 |
Branch Locations
439 N El Camino Real #B, San Clemente, CA 92672 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Overland Park | KS | 12/2006 | 02/2019 |
| Ivy Funds Distributor Inc | Overland Park | KS | 03/2008 | 02/2019 |
| Wenrich Enterprise Inc | San Clemente | CA | 09/2018 | 12/2022 |
| Teaching Kids To Buy Stocks | San Clemente | CA | 02/2019 | Present |
| Wenrich Consulting | San Clemente | CA | 04/2019 | 12/2019 |
| Lpl Financial, Llc | San Clemente | CA | 05/2020 | Present |
| Tax Pros/Tax Pros Plus | San Clemente | CA | 09/2023 | Present |
| Tax Pros Plus Investing | San Clement | CA | 08/2022 | Present |
| Wenrich Wealth | San Clemente | CA | 05/2020 | 08/2022 |
1) 05/18/2020 - AUTHOR - TEACHING KIDS TO BUY STOCKS - NOT INVESTMENT RELATED - SAN CLEMENTE, CA 92673 - Start Date:2/1/2019 - 10 Hrs/Mth - 0 Hrs During Trading- 10%. 2) 05/18/2020- SEMINAR - TEACHING KIDS TO BUY STOCKS - INVESTMENT RELATED - SAN CLEMENTE, CA 92673 - Start Date:1/1/2019- 10 Hrs/Mth - 0 Hrs During Trading- 10%. 3) 6/24/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 06/29/2020 - 10 Hours Per Month/0 Hours During Securities Trading - Selling health insurance. 4) 7/22/2020 - Wenrich Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 08/03/2020 - 100 Hrs/Mth - 100 Hrs During Trading. 5) 08/01/2022 - Tax Pros + Investing - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:08/01/2022 - 240Hrs/Mth - 120 Hrs During Trading. 6) 10/02/2023 - The Munificent Company DBA TaxPros Plus - Tax Prep/Accounting/CPA - Owner, Tax Preparer & Bookkeeper - Investment Related - At Reported Business Location(s) - Start Date 01/02/2024 - 40 Hours Per Month/ 10 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-31 |
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