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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-19 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
9500 Arboretum Blvd Ste 170, Austin, TX 78759 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ronald Policy | Austin | TX | 07/2011 | 12/2019 |
| Waddell & Reed, Inc | Austin | TX | 02/2016 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Austin | TX | 11/2017 | 07/2021 |
| Jjmack Group, Llc | Austin | TX | 04/2019 | 07/2021 |
| Lpl Financial Llc | Austin | TX | 07/2021 | Present |
1) 07/2019 - Business Entity For Tax/Investment Purposes Only / JJMack Group, LLC / Not Investment Related / 2Hrs/Mo / Austin, TX 78759 2) 07/2021 - Non-Variable Insurance / Kristen Druley / 30% / Investment Related / Austin, TX 78759 3)11/10/2022 - Medico Insurance Company - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 09/13/2022 - 5 Hours Per Month/1 Hour During Securities Trading. 4) 11/29/2022 - Medico Insurance Company - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 09/13/2022 - 5 Hours Per Month/1 Hour During Securities Trading. 5) 11/29/2022 - Senior Security Benefits Insurance - Investment Related - Texas - Non-Variable Insurance - Start Date: 09/13/2022 - 5 Hours Per Month/1 Hour During Securities Trading. 6) 11/29/2022 - ACE Insurance (through Chubb) - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 09/13/2022 - 5 Hours Per Month/1 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-14 |
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