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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-13 |
| FL | RA | APPROVED | 2022-03-10 |
| CO | RA | APPROVED | 2022-02-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Colorado Springs | CO | 02/2015 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Colorado Springs | CO | 09/2015 | 07/2021 |
| Mountain Top Group Llc | Tavernier | FL | 01/2019 | 07/2026 |
| Lpl Financial, Llc | Tavernier | FL | 07/2021 | Present |
1. 12/12/2022 - Core Income Advisors (BGA) - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Producer - Start Date - 03/17/2022 - 8 Hours Per Month/6 Hours During Securities Trading 2. 2/14/2023 - CRUMP - Not Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 02/03/2023 - 1 Hours Per Month/1 Hours During Securities Trading 3. 12/13/2024- Advisors Accelerated, LLC- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 12/13/2024- 2 Hours Per Month- 2 Hours During Trading 4. 05/26/2026 - Alissa Whittle, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Tavernier, FL - Start Date 05/22/2026 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-04 |
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