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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
1251 Sw Arrowhead Rd, Ste 125, Topeka, KS 66604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Topeka | KS | 06/2007 | Present |
| Waddell & Reed Inc | Topeka | KS | 08/2012 | Present |
| Various Insurance Carriers For W&R Insurance Agencies Inc | Topeka | KS | 04/2013 | Present |
| Dj Wealth Strategies | Topeka | KS | 11/2018 | Present |
| Lpl Financial Llc | Topeka | KS | 07/2021 | Present |
1) 2018 - DBA for LPL Business (entity for LPL business) - DJ Wealth Strategies - Investment Related - Topeka, KS, 66604 2) 2015 - Non-Variable Insurance - Dana Johnson - Investment Related - Topeka, KS 66604
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-06 |
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