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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-11 |
| ID | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
19401 40Th Ave W, Ste 460, Lynnwood, WA 98036 • United States
19401 40Th Ave W, Ste 460, Lynnwood, WA 98036 • 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 | Lynnwood | WA | 02/2011 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Everett | WA | 07/2011 | 07/2021 |
| Lpl Financial Llc | Lynnwood | WA | 07/2021 | Present |
1- 11/11/2024 - GPSS - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/05/2024 - 40 Hours Per Month/ 20 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-08 |
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