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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-21 |
| WI | RA | APPROVED | 2021-07-21 |
Branch Locations
W240 N1221 Pewaukee Rd Ste A, B, D & E, Waukesha, WI 53188 • United States
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. | Waukesha | WI | 04/2002 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Nashotah | WI | 05/2002 | 07/2021 |
| Rusty Coyle | Nashotah | WI | 11/2018 | 07/2021 |
| Lpl Financial Llc | Waukesha | WI | 07/2021 | Present |
1. 01/01/2018/ Rusty Coyle/ Farm/ Not Investment Related/ 1HR/MO/ 3400 Red Chapel Ct, Nashotah, WI, , 53058 2. 01/01/2020/CRUMP/ Non-Variable Insurance/ Investment Related/ 0HR/MO/ W240 N1221 PEWAUKEE RD #A, WAUKESHA, WI 53188 3. 01/01/2020/ The Maple Group/ DBA for LPL Business (entity for LPL business)/ Investment Related/ 0HR/MO/ W240N1221 PEWAUKEE RD SUITE A, WAUKESHA, WI 53188 4. 05/23/2022 - Associates of Clifton Park - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Financial Advisor - Start Date - 05/17/2022- 5 Hours Per Month/ 1 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-05 |
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