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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-07-27 |
| MI | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell And Reed, Inc. | Eugene | OR | 10/2000 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Eugene | OR | 11/2000 | 07/2021 |
| Saint Paul Catholic Church | Eugene | OR | 06/2008 | 07/2021 |
| Lpl Financial Llc | Eugene | OR | 07/2021 | Present |
11/2000-PRESENT; VARIOUS INSURANCE CARRIERS FOR W & R INSURANCE AGENCIES; EUGENE, OR; INVESTMENT RELATED; INSURANCE SALES; INSURANCE AGENT. 06/2008-PRESENT, SAINT PAUL CATHOLIC CHURCH, EUGENE, OR, INVESTMENT RELATED: N, NON-PROFIT, ADMINISTRATIVE COUNCIL MEMBER, 4 HRS/MO, 0 SEC HR.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-22 |
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