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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Erie | PA | 07/2011 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Erie | PA | 08/2011 | 07/2021 |
| Larry Kozik | Erie | PA | 01/2013 | 02/2021 |
| Lpl Financial, Llc | Erie | PA | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-02 |
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