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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 |
| MO | RA | APPROVED | 2021-07-21 |
| SD | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Sioux Falls | SD | 06/2012 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Sioux Falls | SD | 06/2012 | 07/2021 |
| Lpl Financial Llc | Sioux Falls | SD | 07/2021 | Present |
1) 07/24/2021 - DBA for LPL Business (entity for LPL business) / Falls Planning Group / Investment Related / Sioux Falls, SD 57108 2) 07/2021 - Non-Variable Insurance / Jeffrey Merideth / Investment Related / 0Hrs/Mo / Sioux Falls, SD 57108
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-21 |
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