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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-04 |
| UT | 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 | Murray | UT | 07/2013 | Present |
| Various Insurance Carriers For W&R Insurance Agencies | Salt Lake City | UT | 08/2013 | Present |
| National Association Of Professional Women | Garden City | NY | 11/2014 | 12/2018 |
| Utah State University Office Of Planned Giving | Logan | UT | 08/2015 | Present |
| David Reichert | Cottonwood Heights | UT | 12/2017 | Present |
| Westminster College Community Choir | Salt Lake City | UT | 10/2017 | Present |
| Junior League Of Salt Lake City | Salt Lake City | UT | 07/2017 | Present |
| Lpl Financial Llc | Murray | UT | 07/2021 | Present |
1- 01/2021 / DBA for LPL Business (entity for LPL business) / Reichert Wealth / Investment Related / Murray, UT 84107
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-03 |
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