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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-09-27 |
| TX | RA | APPROVED | 2020-09-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Dallas | TX | 09/2010 | 08/2020 |
| Various Insurance Carriers For W&R Insurance Agencies | Farmers Branch | TX | 09/2010 | 08/2020 |
| Tri-County Regional Hispanic Chamber Of Commerce | Dallas | TX | 09/2013 | 11/2017 |
| City Of Farmers Branch | Farmers Branch | TX | 02/2016 | 11/2017 |
| Farmers Branch Chamber Of Commerce | Farmers Branch | TX | 01/2018 | 12/2019 |
| Farmers Branch Chamber Of Commerce | Farmers Branch | TX | 12/2019 | Present |
| Lpl Financial, Llc | Dallas | TX | 08/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-13 |
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