Kirstan Colleen Ulrich

Current Employers

Employment History

• 09/1996 → 07/2021
  Waddell & Reed, Inc.
  Wyomissing, PA
• 11/2000 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Sinking Spring, PA
• 02/2010 → 07/2021
  Trinity Lutheran Church
  Gouglersville, PA
• 04/2020 → 07/2021
  Treeview Partners Llc
  Wyomissing, PA
• 07/2021 → Present
  Lpl Financial Llc
  Wyomising, PA

Previous Registrations

• 2004-04-07 → 2021-07-21
  Waddell & Reed
  Wyomissing, PA
  Wilmington, DE
  Camp Hill, PA
  Hamden, CT
  Wyomising, PA

Other Businesses

1)04/2020 - Real Estate Rental - Treeview Partners, LLC - 1Hr/Mo 0Hrs During Trading - Investment Related - 2 Meridian Blvd Wyomissing, PA 19610 2)12/15/2022 - Treeview Partners LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Partner - Start Date - 07/16/2021 - 0 Hours Per Month/0 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2004-07-22
• S63 Uniform Securities Agent State Law Examination
  1996-09-24

Other Names

• Kirstan Ulrich