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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 |
Branch Locations
2530 Douglas Blvd Ste 130, Roseville, CA 95661-3990 • 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 | Sacramento | CA | 07/2011 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Sacramento | CA | 06/2012 | 07/2021 |
| Department Of Transportation | Sacramento | CA | 04/2016 | 07/2021 |
| Jason Neyer | Sacramento | CA | 01/2018 | 07/2021 |
| Lpl Financial Llc | Roseville | CA | 07/2021 | Present |
1) 07/07/2021 - 07/07/2021 - Department of Transportation - Data entry in an accounting system - Non-Inv Rel - Sacramento, CA - Start: 04/2016 - 2 Hr/Mth 2) 03/07/2024 - Other - LLC Formation for non-securities business - Not Investment Related - Various Locations - Start Date 04/01/2024 - 8 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-02 |
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