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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 |
| CO | RA | APPROVED | 2021-07-21 |
| FL | RA | APPROVED | 2021-07-21 |
| GA | RA | APPROVED | 2021-07-21 |
| IL | RA | APPROVED | 2021-07-21 |
| MI | RA | APPROVED | 2021-07-21 |
| MN | RA | APPROVED | 2021-07-21 |
| MO | RA | APPROVED | 2021-07-21 |
| MT | RA | APPROVED | 2021-07-21 |
| NV | RA | APPROVED | 2021-07-21 |
| NC | RA | APPROVED | 2021-07-21 |
| SC | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
| WI | RA | APPROVED | 2021-07-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Maple Grove | MN | 08/2003 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Plymouth | MN | 04/2001 | 07/2021 |
| Schelitzche Group Inc | Maple Grove | MN | 01/2007 | 07/2021 |
| Manifest Wealth Management | Plymouth | MN | 08/2017 | 07/2021 |
| Zz Properties Llc | Maple Grove | MN | 12/2017 | 07/2021 |
| Lpl Financial Llc | Maple Grove | MN | 07/2021 | Present |
1) 9/2017- Schelitzche Group, Inc.- Business Entity For Tax/Investment Purposes Only- owner- inv. related- Plymouth, MN 2) 11/2017-ZZ Properties, LLC- Real Estate Rental- owner -inv. related- 11290 86th Ave. N., Maple Grove, MN 55369- 0hr/mth 3) 08/20/2021 - Schelitzche Group, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 09/2017 4) 04/17/2023 - Manifest - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 09/03/2007 - 40 Hours Per Month/40 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-29 |
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