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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2021-07-21 |
Branch Locations
5032 S Bur Oak Pl, Ste 200, Sioux Falls, SD 57108 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Sioux Falls | SD | 10/2008 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Sioux Falls | SD | 12/2008 | 07/2021 |
| Dakota Bowl-Sioux Falls Catholic Schools | Sioux Falls | SD | 08/2014 | 07/2021 |
| Lpl Financial Llc | Sioux Falls | SD | 07/2021 | Present |
1) 2009 - VARIOUS INSURANCE CARRIERS FOR W & R INSURANCE AGENCIES / Non-Variable Insurance / Investment Related / 0HRS/MO / 747 Pierce Road Clifton Park, NY 12065 2) 2009 - VARIOUS INSURANCE CARRIERS FOR W & R INSURANCE AGENCIES / Non-Variable Insurance / Investment Related / 2HRS/MO / 4135 North Front Street Harrisburg, PA 17110
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-26 |
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