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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-05 |
| WI | RA | APPROVED | 2021-07-21 |
Branch Locations
N19W24075 Riverwood Dr Ste 340, Waukesha, WI 53188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Waukesha | WI | 06/2011 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Waukesha | WI | 10/2011 | 07/2021 |
| Safari Club International-Wisconsin Chapter | Tucson | AZ | 07/2014 | 07/2021 |
| Waukesha Gun Club | Waukesha | WI | 03/2015 | 07/2021 |
| Hilltop 74 Llc | Waukesha | WI | 01/2020 | 07/2021 |
| Safari Club International-Wisconsin Chapter | Germantown | WI | 06/2020 | 07/2021 |
| Emc Financial Llc | Waukesha | WI | 01/2021 | 07/2021 |
| Lpl Financial Llc | Waukesha | WI | 07/2021 | Present |
1) 7/2021 - DBA for LPL Business (entity for LPL business) - Anchor Wealth Partners - Not Investment Related - Waukesha, WI 53188 2) 10/2011 - Non-Variable Insurance - Crump - Investment Related - 2 hr/mon - Waukesha, WI 53188
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-11 |
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