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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 |
| GA | RA | APPROVED | 2021-07-21 |
| IL | RA | APPROVED | 2021-07-21 |
| IN | RA | APPROVED | 2021-07-21 |
| MN | RA | APPROVED | 2021-07-21 |
| NV | RA | APPROVED | 2021-07-21 |
| NJ | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
| WA | 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 | Palatine | IL | 09/2007 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Long Grove | IL | 12/2007 | 07/2021 |
| Dream Land Realty | Long Grove | IL | 06/2001 | 07/2021 |
| Lpl Financial Llc | Palatine | IL | 07/2021 | Present |
1) 09/28/2021 - Business Entity For Tax/Investment Purposes Only - DREAM LAND REALTY - Not Investment Related - Start Date 10/2001 - Long Grove, IL 60047 2) 09/28/2021 - Real Estate Rental - JING XU - Investment Related - Buffalo Grove, IL; Hoffman Estates, IL; Cary, IL; Chicago, IL; Palatine, IL; Schaumburg, IL - Start Date 7/1995 3) 09/28/2021 - DBA for LPL Business (entity for LPL business) - WRI Investments - Investment Related - At Reported Business Location(s) - Start Date 7/2021 4) 01/20/2026 - JPX Wealth management - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 11/17/2025 - 160 hours per month/ 50 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-19 |
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