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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-31 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
Bellingham, WA • United States
1200 Old Fairhaven Pkwy Ste 301, Bellingham, WA 98225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Bellingham | WA | 09/2005 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Bellingham | WA | 11/2005 | 07/2021 |
| Western Washington University | Bellingham | WA | 01/2009 | 07/2021 |
| Simple Kindness, Inc. | Bellingham | WA | 03/2012 | 07/2021 |
| Jodie Beatty | Bellingham | WA | 08/2013 | 05/2021 |
| Lowell Elementary Pta | Bellingham | WA | 09/2016 | 10/2018 |
| Simple Kindness, Inc. | Bellingham | WA | 01/2012 | 07/2021 |
| Lpl Financial Llc | Bellingham | WA | 07/2021 | Present |
1) 07/02/2021 - Business Entity For Tax/Investment Purposes Only - Simple Kindness, Inc - Not Investment Related - Bellingham, WA - Start Date 1/2012 - 1 hour per month 2) 07/02/2021 - Non-Variable Insurance - Jodie Beatty - Investment Related - At Reported Business Location(s) - Start Date 11/2006 - Time Spent 5% 3) 07/02/2021 - DBA for LPL Business (entity for LPL business) - Momentum Financial Group - Investment Related - At Reported Business Location(s) - Start Date 5/2021
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-04 |
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