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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-12 |
| NV | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers For W&R Insurance Agencies | Carson City | NV | 07/2011 | 07/2021 |
| Waddell & Reed, Inc | Minden | NV | 07/2011 | 07/2021 |
| Jeffrey Whitaker | Minden | NV | 05/2013 | 07/2021 |
| Jackson And Whitaker Inc | Minden | NV | 01/2016 | 07/2021 |
| Lpl Financial Llc | Minden | NV | 07/2021 | Present |
1) 2018 - Jackson and Whitaker, Inc / DBA for LPL Business (entity for LPL business) / Investment Related / 100% / 0HR / MO / 1701 County Rd. , Suite O, Minden , NV, 89423
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-28 |
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