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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-23 |
| MO | RA | APPROVED | 2021-07-21 |
Branch Locations
636 W Republic Rd B100, Springfield, MO 65807 • 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 | Republic | MO | 11/2011 | 07/2021 |
| Lusk Farms | Stotts City | MO | 11/2008 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Stotts City | MO | 03/2012 | 07/2021 |
| Bowles Lusk Group | Mt Vernon | MO | 01/2018 | 01/2020 |
| Lusk Rentals | Stotts City | MO | 08/2018 | 10/2020 |
| Lpl Financial Llc | Republic | MO | 07/2021 | Present |
1. 7/30/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Owner/Operator - Started 2011 - Time Spent 30% - Crump & Associates of Clifton Park. 2. 7/30/2021 - The Lusk Office - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/26/2021.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-01 |
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