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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
1 Pointe Dr., Ste 240, Brea, CA 92821 • United States
4210 Riverwalk Pkwy Ste 250, Riverside, CA 92505 • United States
3 Pointe Dr, Ste 210, Brea, CA 92821 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Riverside | CA | 09/2004 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Huntington Beach | CA | 11/2004 | 07/2021 |
| The Nick A Milazzo Group | Riverside | CA | 04/2012 | 07/2021 |
| Lpl Financial Llc | Brea | CA | 07/2021 | Present |
1) 11/2004-PRESENT, VARIOUS INSURANCE CARRIERS FOR W & R INSURANCE AGENCIES, HUNTINGTON BEACH CA, INV RELATED, INSURANCE SALES, INSURANCE AGENT. 2) 01/17/2024 - The Milazzo Group - Inv related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 12/14/2023 - 160 hrs/Mo; 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-10 |
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