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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Indianapolis | IN | 06/2002 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Fishers | IN | 10/2002 | 07/2021 |
| Matthew E Bose | Fishers | IN | 10/2013 | 07/2021 |
| Rental Property | Miramar Beach | FL | 11/2019 | 07/2021 |
| Lpl Financial Llc | Fishers | IN | 07/2021 | Present |
1. 11/2019/Matthew Bose/Indy Wealth Advisors/DBA for LPL Business (entity for LPL business)/Investment Related/Fishers, IN/0 HRS/MO 2. 1/2015/Matthew E. Bose, Inc/Business Entity For Tax/Investment Purposes Only/Investment Related/Fishers, IN/0 HRS/MO 3. 11/2019/Matthew Bose/Other/Investment Related/Miramar Beach, FL/1 HRS/MO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-06 |
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