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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-08 |
| CT | RA | APPROVED | 2021-07-21 |
| LA | RA | APPROVED | 2021-07-21 |
| MO | RA | APPROVED | 2021-07-21 |
| NJ | RA | APPROVED | 2021-07-21 |
| PA | 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 | Hamden | CT | 01/2003 | Present |
| Various Insurance Carriers For W & R Insurance Agencies | Madison | CT | 07/2003 | Present |
| Uconn Rugby Alumni Association | Oakville | CT | 08/2008 | 11/2020 |
| Squareknot Advisory Partners Llc | Hamden | CT | 06/2019 | Present |
| Lpl Financial Llc | Hamden | CT | 07/2021 | Present |
1) 3/2019 - Other - Squareknot Consulting Group, LLC - Not Investment Related - Madison, CT 06443 2) 3/2019 - Other - The Sweets Pond Food Company, LLC - Not Investment Related - Madison, CT 06443 3) 6/2019 - DBA for LPL Business (entity for LPL business) - Squareknot Advisory Partners - Investment Related - Hamden, CT 06512 4) 5/2020 - Other - Sweets Pond Camps, LLC - Not Investment Related - Madison, CT 06443 5) 04/23/2024 - TrailIntel - Business Owner - Not Investment Related - Online - Start Date 01/15/2024 - 10 Hours Per Month/ 2 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-08 |
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