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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-21 |
| UT | RA | APPROVED | 2021-07-21 |
Branch Locations
55 N. 300 West Suite A, Washington, UT 84780 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Washington | UT | 02/1997 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | St. George | UT | 04/1997 | 07/2021 |
| American Indian Services | Provo | UT | 04/2011 | 07/2021 |
| Church Of Jesus Christ Of Latter Day Saints | St George | UT | 04/2016 | 04/2018 |
| Byu Alumni Association Of St George | St George | UT | 08/2018 | 07/2021 |
| Byu Alumni Association Of St. George, Ut | Provo | UT | 08/2018 | 07/2021 |
| Church Of Jesus Christ Of Latter-Day Saints | St. George | UT | 06/2021 | 07/2021 |
| Lpl Financial Llc | Washington | UT | 07/2021 | Present |
1) 4/1997 - Non-Variable Insurance - Carl Russell - Investment Related - 2 hr/mon - Washington, UT 84780 2) 3/2021 - DBA for LPL Business (entity for LPL business) - Stoic Wealth Management - Investment Related - Washington, UT 84780
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-01 |
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