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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2021-07-21 |
| 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 |
| KS | RA | APPROVED | 2021-07-21 |
| KY | RA | APPROVED | 2021-07-21 |
| MN | RA | APPROVED | 2021-07-21 |
| MO | RA | APPROVED | 2021-07-21 |
| NE | RA | APPROVED | 2021-07-21 |
| NH | RA | APPROVED | 2021-07-21 |
| NJ | RA | APPROVED | 2021-07-21 |
| NC | RA | APPROVED | 2021-07-21 |
| SC | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
| UT | RA | APPROVED | 2021-07-21 |
| VA | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
| WI | 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 | Salina | KS | 11/1999 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Salina | KS | 02/2000 | 07/2021 |
| Belmont Blvd Church | Salina | KS | 03/2001 | Present |
| Blemont Blvd Christian Church | Salina | KS | 01/2017 | Present |
| Jeffrey W Nicholson Coins | Salina | KS | 11/2019 | Present |
| Sage Oak Wealth Partners, L.L.C. | Salina | KS | 05/2021 | Present |
| Lpl Financial, Llc | Salina | KS | 07/2021 | Present |
1) 07/2021 - DBA for LPL Business (entity for LPL business) / Sage Oak Wealth Partners, LLC / Investment Related / 200Hrs/Mo / Salina, KS 67401 2) 10/16/2019 - Business Owner / Jeffrey W. Nicholson / Not Investment Related / 10Hrs/Mo / Salina, KS 67401 3) 03/2020 - Real Estate Rental / Jeffrey W. Nicholson / Investment Related / 0Hrs/Mo / 2036 S. Ohio, Salina, KS 67401 4) 2003 - Non-Variable Insurance / Sage Oak Wealth Partners / Investment Related / 5Hrs/Mo / Clifton Park, NY 12065 5) 07/2021 - DBA for LPL Business (entity for LPL business) / Sage Oak Wealth Partners / Investment Related / 200Hrs/Mo / Salina, KS 67401
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-07 |
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