Mitchell D. Meng

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
ID	RA	APPROVED	2021-07-21
UT	RA	APPROVED	2021-07-21
WA	RA	APPROVED	2021-07-21
WY	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.	Idaho Falls	ID	09/2006	07/2021
Leisure Time, Inc.	Idaho Falls	ID	03/1993	07/2021
Various Insurance Carriers For W & R Insurance Agencies	Rigby	ID	12/2006	07/2021
Mitchell D. Meng Inc	Rigby	ID	02/2017	07/2021
Lpl Financial Llc	Idaho Falls	ID	07/2021	Present

09/2006 → 07/2021

Waddell & Reed, Inc.

Idaho Falls, ID
03/1993 → 07/2021

Leisure Time, Inc.

Idaho Falls, ID
12/2006 → 07/2021

Various Insurance Carriers For W & R Insurance Agencies

Rigby, ID
02/2017 → 07/2021

Mitchell D. Meng Inc

Rigby, ID
07/2021 → Present

Lpl Financial Llc

Idaho Falls, ID

1) 12/2006 - Mitchell D. Meng Inc / Business Entity For Tax/Investment Purposes Only / Investment Related / 0HR / MO / 3995 E 480 N, Rigby, ID

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-01-31
S63	Uniform Securities Agent State Law Examination	2007-01-17