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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2021-07-21 |
| AK | RA | APPROVED | 2021-07-21 |
| CA | RA | APPROVED | 2021-07-21 |
| CO | RA | APPROVED | 2021-07-21 |
| FL | RA | APPROVED | 2021-07-21 |
| ID | RA | APPROVED | 2021-07-21 |
| KS | RA | APPROVED | 2021-07-21 |
| LA | RA | APPROVED | 2021-07-21 |
| MN | RA | APPROVED | 2021-07-21 |
| MO | RA | APPROVED | 2021-07-21 |
| MT | RA | APPROVED | 2021-07-21 |
| NE | RA | APPROVED | 2021-07-21 |
| NV | RA | APPROVED | 2021-07-21 |
| NM | RA | APPROVED | 2021-07-21 |
| NC | RA | APPROVED | 2021-07-21 |
| OH | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
| UT | RA | APPROVED | 2021-07-21 |
| VA | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
| WI | RA | APPROVED | 2021-07-21 |
| WY | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Grand Junction | CO | 09/2000 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Grand Junction | CO | 07/2004 | 07/2021 |
| Legend Wealth Management, Llc | Grand Junction | CO | 03/2009 | 01/2019 |
| Hopewest Hospice Next Gen Board Of Directors | Grand Junction | CO | 08/2013 | 04/2021 |
| Blue Crew | Grand Junction | CO | 11/2018 | Present |
| Logic Wealth Strategies Llc | Grand Junction | CO | 12/2018 | Present |
| Lpl Financial, Llc | Grand Junction | CO | 07/2021 | Present |
1. 07/21/2021 - Blue Crew - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 11/2018 - Time Spent 1%. 2. 07/21/2021 - Logic Wealth Strategies, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/2018. 3. 07/21/2021 - LOGIC WEALTH STRATEGIES - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4. 9/16/2021 - Logic Wealth Real Estate, LLC - Investment Related - 605 25 Rd, Ste 201, Grand Junction, CO 81505 - Real Estate Rental - Started 08/31/2021 - 1 Hour Per Month/0 Hours During Securities Trading. 5. 10/06/2022 - Associates of Clifton Park - Investment Related - 747 Pierce Rd, Clifton Park, NY 12065 - Non-Variable Insurance - Start Date: 09/26/2022 - 1 Hour Per Month/1 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-10-15 |
| S65 | Uniform Investment Adviser Law Examination | 2006-09-29 |
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