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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-17 |
| AK | RA | APPROVED | 2021-07-21 |
Branch Locations
191 E Swanson Ave, Ste 101, Wasilla, AK 99654 • United States
3150 C Street, Suite 235, Anchorage, AK 99503 • United States
205 E Benson Blvd #100, Anchorage, AK 99503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Wasilla | AK | 02/2002 | 07/2021 |
| Various Insurance Carriers Of W & R Insurance Agencies | Wasilla | AK | 08/2002 | 07/2021 |
| Rene Russ | Wasilla | AK | 04/2011 | 07/2021 |
| Kingfisher Properties Llc | Wasilla | AK | 08/2013 | 07/2021 |
| Kalmbach Homeowners Association Inc | Wasilla | AK | 10/2018 | 07/2021 |
| Kingfisher Properties Llc | Wasilla | AK | 08/2013 | 07/2021 |
| Lpl Financial Llc | Wasilla | AK | 07/2021 | Present |
1. 10/12/2021 - Financial Planning and Asset Management - DBA: R+R Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/21/2021 - 800 Hours Per Month/15 Hours During Securities Trading. 2. 10/28/2021 - Kingfisher Properties LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started - 01.11.2013 - Owner of LLC for real estate rental. No properties held in the LLC at this time- 0 Hrs/Mth - 0 Hrs During Trading. 3. 10/28/2021 - Rene Russ LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Sole Owner - Started 10/16/2013 - 0 Hrs/Mth - 0 Hrs During Trading. 4) 07/24/2025 - R+R Financial Partners - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:06/23/2025 - 140 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-12 |
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