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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-29 |
| TX | 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 | Rochester | NY | 12/2011 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Rochester | NY | 12/2011 | 07/2021 |
| Spencerport School District | Spencerport | NY | 01/2014 | 09/2022 |
| Rochester Area Chapter Of Nyscar | Albany | NY | 01/2014 | 10/2017 |
| Daystar For Medically Fragile Children, Inc. | Rochester | NY | 02/2015 | 06/2020 |
| Care Value Fmo | Canadaigua | NY | 09/2015 | 10/2018 |
| Carevalue | Cannadaigua | NY | 10/2015 | 10/2017 |
| Spencerport Chamber Of Commerce | Spencerport | NY | 11/2017 | 12/2022 |
| Spencerport Central School District | Spencerport | NY | 11/2018 | 10/2020 |
| Mcm Partners Erie, Llc | Erie | PA | 01/2020 | 12/2022 |
| Lpl Financial Llc | Rochester | NY | 07/2021 | Present |
1. 12/09/2021 - Non-Variable Insurance Commission & Trails-Crump - Other- Non-Variable Insurance Commission & Trails - Investment Related - 129 S Union St, Spencorport, NY 14559 - Start Date 12/2011 2. 03/26/2024 - Waddell & Reed Advisors (W&R) - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/31/2021 - 160 Hours Per Month/ 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-15 |
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