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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-21 |
| ID | RA | APPROVED | 2021-07-21 |
| MT | RA | APPROVED | 2021-07-21 |
| UT | RA | APPROVED | 2021-07-21 |
| WA | 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. | Spokane | WA | 10/1997 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Spokane | WA | 07/1997 | 07/2021 |
| John Zalevits Llc | Spokane | WA | 07/2012 | 07/2021 |
| Lpl Financial Llc | Spokane | WA | 07/2021 | Present |
1) 08/01/1988 - VARIOUS INSURANCE CARRIERS FOR W & R INSURANCE AGENCIES / Non-Variable Insurance / Investment Related / 30HRS/MO / 316 W. Boone Ave. Ste 674, Spokane, WA 99201 2) 07/12/2012 - John Zalevits LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 0HRS / MO / 9917 N Fotheringham St, Spokane, WA 99208 3) 02/24/2025 - Waddell & Reed - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/21/2021 - 160 hours per month/ 150 hours during trading 4) 03/06/2025 - Waddell & Reed Financial Advisors - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date :07/21/2021 - 160 Hrs/Mth - 150 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-11-02 |
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