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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-07-21 |
| KS | RA | APPROVED | 2021-07-21 |
| OK | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Edmond | OK | 05/2000 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Woodward | OK | 08/2000 | 07/2021 |
| Board Of Adjustment For City Of Woodward | Woodward | OK | 10/2013 | 07/2021 |
| Billings Funeral Home | Woodward | OH | 08/2018 | 07/2021 |
| First United Methodist Church | Woodward | OK | 01/2020 | 07/2021 |
| First United Methodist Church | Woodward | OK | 05/2021 | 07/2021 |
| Lpl Financial Llc | Woodward | OK | 07/2021 | Present |
| The Stock Exchange Bank | Woodward | OK | 03/2022 | Present |
1) 5/2021 - Outside/W-2 Employment - First Methodist Church - Not Investment Related - Woodward, OK 73801 2) 8/2018 - Sound Board Operator - Not Investment Related - Woodward, OK 73801 3) 04/27/2022 - Stock Exchange Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 03/10/2022 - 50 Hours Per Month/ 50 Hours During Securities Trading 4) 01/12/2024 - Rowley Brothers LLC - Non-Inv Related - Mooreland, OK - Business Owner - Manager - Started: 1/10/2024 - 1 Hr/Mo; 0 Hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-09 |
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