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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 |
| FL | RA | APPROVED | 2021-07-21 |
| GA | RA | APPROVED | 2021-07-21 |
| ID | RA | APPROVED | 2021-07-21 |
| IL | RA | APPROVED | 2021-07-21 |
| LA | RA | APPROVED | 2021-07-21 |
| MI | RA | APPROVED | 2021-07-21 |
| NV | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
| UT | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
1425 River Park Dr Ste 220, Sacramento, CA 95815 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Sacramento | CA | 02/2011 | 07/2021 |
| Ducks Unlimited | Memphis | TN | 04/2016 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Cameron Park | CA | 07/2011 | 07/2021 |
| Lpl Financial Llc | Sacramento | CA | 07/2021 | Present |
1.7/2021 - Act in a Fiduciary Capacity - Investment Related - Sacramento, CA 2.05/13/2022 - AOCP - INVESTMENT RELATED - At Reported Business Location(s) - Non-Variable Insurance -START DATE: 05/09/2022 - 5 Hours Per Month/1 Hours During Securities Trading. 3. 06/02/2023 - Fall Creek Wealth Management - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 05/31/2023 - 0 Hours Per Month/ During Securities Trading 4. 04/04/2024 - Park Hamilton Kauinana Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/05/2024 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-03 |
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