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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 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
900 E Hamilton Ave Ste 230, Campbell, CA 95008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Campbell | CA | 04/2011 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Santa Clara | CA | 09/2011 | 07/2021 |
| Lpl Financial Llc | Campbell | CA | 07/2021 | Present |
1)08/16/2021 - Cairn Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 2020 2)08/16/2021 - Insurance Agent - Non-Variable Insurance (Insurance trails only for Life and LTC) - Inv Rel - At Reported Business Location(s) - Start: 08/2021 3)08/16/2021 - Cairn Wealth Advisors - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 01/2012
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-05 |
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