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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | 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 | Edgerton | MN | 10/2001 | 07/2021 |
| Various Insurance Carriers | Edgerton | MN | 04/2002 | 07/2021 |
| First Christian Reformed Church | Edgerton | MN | 01/2017 | 01/2020 |
| Lpl Financial Llc | Edgerton | MN | 07/2021 | Present |
1. 08/11/2021 - No Business Name - At Reported Business Location(s) - Other-Notary Public - Start Date: 08/11/2021- 1 Hour Per Month/1 Hour During Securities Trading - Notary Public. 2. 8/25/2021 - FEY FINANCIAL GROUP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/22/2021 - 40 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-14 |
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