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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
2401 E Randol Mill Rd Ste 180, Arlington, TX 76011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Arlington | TX | 06/1996 | 07/2021 |
| Various Insurance Carriers | Arlington | TX | 06/1996 | 07/2021 |
| Timothy Spencer Rice Scholarship Fund | Columbia | SC | 08/1996 | Present |
| Miss South Carolina Scholarship Org Inc | Hartsville | SC | 11/2010 | Present |
| Lpl Financial Llc | Arlington | TX | 07/2021 | Present |
1) 2020- KSR Wealth Partners- DBA for LPL Business (entity for LPL business)- inv. related- Arlington TX 2) 7/2021- TIMOTHY RICE -Non-Variable Insurance- Agent- inv. related- ARLINGTON, TX 3) 11/07/2022 - Associates of Clifton Park - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 10/18/2022 - 1 Hour Per Month/1 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-28 |
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