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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2021-07-21 |
| CA | RA | APPROVED | 2021-07-21 |
| CO | RA | APPROVED | 2021-07-21 |
| FL | RA | APPROVED | 2021-07-21 |
| KS | RA | APPROVED | 2021-07-21 |
| MS | RA | APPROVED | 2021-07-21 |
| NV | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
11440 W Bernardo Ct Ste 253, San Diego, CA 92127 • United States
Indio, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Ramona | CA | 09/2004 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Ramona | CA | 09/2004 | 07/2021 |
| Cwr Solutions, Inc. | Ramona | CA | 05/2014 | Present |
| Lpl Financial, Llc | San Diego | CA | 07/2021 | Present |
1) 2004 - Non-Variable Insurance - AOCP - Investment Related - 6 hr/mon - San Diego, CA 92101 2) 2014 - Business Entity For Tax/Investment Purposes Only - CWR Solutions, Inc. - Not Investment Related - 4 hr/mon - Ramona, CA 92065
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-08 |
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