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515 N. Jackson, Magnolia, AR 71753 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-01-01 |
| LA | RA | APPROVED | 2020-03-24 |
| TX | RA | APPROVED_RES | 2020-02-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Magnolia | AR | 01/2005 | Present |
| Waller Wealth Management, Llc | Magnolia | AR | 01/2020 | Present |
| Waller Wealth Management, Llc | Magnolia | AR | 07/2023 | Present |
1. 3/16/2016: No Business Name - Investment Related - 515 N. Jackson, Magnolia, AR 71753 - Real Estate Rental - Started 01/02/2016 - 0 Hours Per Month. 2. 3/12/2020 - Waller Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 01/15/2020 - 50 Hours Per Month During Securities Trading - I provide investment advisory services through Waller Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 01/2020. I expect to spend approximately 50 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 10/04/2022 - GDK Properties, LLC - Investment Related - At Reported Business Location(s) - Real Estate Rental - Owner - Start Date - 05/01/2022 - 0 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-08 |
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