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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
101 Ironwood Dr., Ste 232, Coeur D' Alene, ID 83814 • United States
101 W Ironwood Dr Ste 232, Coeur D Alene, ID 83814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Coeur D'ALene | ID | 07/1997 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Rathdrum | ID | 09/1997 | 07/2021 |
| Michael Bayley-Notary | Coeur D'ALene | ID | 07/2010 | 07/2021 |
| Lpl Financial Llc | Coeur D' Alene | ID | 07/2021 | Present |
1. 07/2021/Michael Bayley/WRI Investments/Investment Related/0 HRS/MO/COEUR D' ALENE, ID 2. 07/2021/Michael Bayley Notary/Other/Investment Related/0 HRS/MO/CDA, ID 3. 1997/Crump/Non-Variable Insurance/Investment Related/1 HRS/MO/COEUR D' ALENE, ID
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-12 |
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