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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2025-07-31 |
| TX | RA | APPROVED | 2025-07-31 |
Branch Locations
1400 W Benson Blvd Ste 120, Anchorage, AK 99503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell And Reed | Anchorage | AK | 06/2015 | 10/2019 |
| Waddell And Reed Inc | Anchorage | AK | 11/2019 | 07/2021 |
| Lpl Financial Llc | Anchorage | AK | 02/2021 | Present |
1- 02/2024 / K&J Planning Group / DBA for LPL Business (entity for LPL business) / Investment Related / 40 hrs mth / 3 hrs during trading / At reported business location(s) 2- 02/2024 / MNK INC. / Notary / Investment Related / Start date: 09/29/2023 3- 02/2024 / Gratia LLC - Real Estate Rental / `Real Estate Rental / Investment Related / 10 hrs mth / Start date: 09/24/2019
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-28 |
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