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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 |
| IL | RA | APPROVED | 2021-07-21 |
| NC | 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. | Tacoma | WA | 07/2002 | 07/2021 |
| Various Insurance Carriers | Tacoma | WA | 08/2002 | 07/2021 |
| Festival Of Trees Mary Bridge Children'S Foundation | Tacoma | WA | 10/2011 | 10/2020 |
| 1102 Broadway 300 Llc | Tacoma | WA | 07/2019 | 07/2021 |
| Osprey Financial Partners Llc | Tacoma | WA | 04/2021 | 07/2021 |
| Lpl Financial Llc | Tacoma | WA | 07/2021 | Present |
1. 4/12/2021-Osprey Financial Partners/DBA for LPL Business (entity for LPL business)/Investment Related/2/1102 Broadway Ste 300, Tacoma , WA, , 98402 2. 07/21/2022 - Osprey Financial Holdings LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Start Date - 08/01/2022 - 4 Hours Per Month/0 Hours During Securities Trading. 3. 11/04/2022 - International Gemstones, LLC - Not Investment Related - 110 9th Ave SW, Puyallup, WA 98371 - Outside/W-2 Employment - Sales Person - Start Date - 11/11/2022 - 5 Hours Per Month/4 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-20 |
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