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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-19 |
| SD | RA | APPROVED | 2021-07-21 |
Branch Locations
5032 S Bur Oak Pl Ste 111, Sioux Falls, SD 57108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Sioux Falls | SD | 06/2004 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Sioux Falls | SD | 10/2004 | 07/2021 |
| Sioux Falls West Rotary | Sioux Falls | SD | 04/2011 | 07/2021 |
| Sd Symphony Orchestra | Sioux Falls | SD | 07/2009 | 08/2018 |
| Sioux Falls Estate Planning Council | Sioux Falls | SD | 09/2013 | 07/2021 |
| Casa | Sioux Falls | SD | 07/2014 | 08/2018 |
| Wealth Planning Strategies Group Llc | Sioux Falls | SD | 10/2019 | 07/2021 |
| Lpl Financial Llc | Sioux Falls | SD | 07/2021 | Present |
1. 7/22/2021/Mary Mastick/Wealth Planning Strategies Group/DBA for LPL Business (entity for LPL business)/Investment Related/Sioux Falls, SD/ 0 HRS/MO 2. 07/2021/Mary Mastick/Non-Variable Insurance/Investment Related/South West, SD/ 0 HRS/MO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-12 |
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