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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-01-26 |
Branch Locations
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 | Reno | NV | 10/2011 | 04/2017 |
| Various Insurance Carriers For W&R Insurance Agencies | Reno | NV | 03/2012 | 04/2017 |
| Ameriprise Financial Services Inc | Reno | NV | 04/2017 | 01/2024 |
| Lpl Financial, Llc | Reno | NV | 01/2024 | Present |
1) 12/2023 - DoorDash / Outside/1099 Contractor Employment / Non Inv. Related / Sparks, NV / Start date 03/20/2020 - 10 Hours per month - 7 % Time Spent 2) 03/17/2025 - JWR Advisory - Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:04/01/2025 - 160 Hrs/Mth - 100 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-31 |
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