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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
22749 Professional Dr Ste B, Kingwood, TX 77339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Humble | TX | 05/2004 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Shepherd | TX | 08/2003 | 07/2021 |
| Old Langham Poa | Shepherd | TX | 09/2005 | 07/2021 |
| Shepherd Isd | Shepherd | TX | 04/2012 | 07/2021 |
| Shepherd Ministers And Educators Alliance | Shepherd | TX | 12/2012 | 07/2021 |
| Lpl Financial Llc | Humble | TX | 07/2021 | Present |
1) 2004 - Other - [ BUSINESS OWNER] - Shepherd's Border Collies and Schnauzers - Not Investment Related - Shepherd, TX 77371 2) 7/2021 - DBA for LPL Business (entity for LPL business) - WRI Investments - Investment Related - Humble, TX 3) 2012 - Other - [ BUSINESS OWNER] - Shepherd's Border Collies and Schnauzers - Not Investment Related - Shepherd, TX 77371 4) 12/6/2021 - Shepherd's Way Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/01/2018 - 40 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-17 |
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