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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-07-21 |
Branch Locations
324 W Superior St, Ste 1229, Duluth, MN 55802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Susan Stelman Llc | Duluth | MN | 08/2015 | 10/2018 |
| Waddell & Reed Inc | Duluth | MN | 10/2018 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Duluth | MN | 07/2019 | 07/2021 |
| Susan Stelman | Duluth | MN | 08/2019 | 07/2021 |
| Carrie Kelley, Llc | Duluth | MN | 12/2019 | 07/2021 |
| Lpl Financial Llc | Duluth | MN | 07/2021 | Present |
07/2019-PRESENT, VARIOUS INSURANCE CARRIERS FOR W & R INSURANCE AGENCIES, DULUTH, MN, INVESTMENT RELATED, INSURANCE SALES, INSURANCE AGENT. 12/2019 - PRESENT, CARRIE KELLEY, LLC, DULUTH, MN; ADVISOR ASSOCIATE; NOT INVESTMENT RELATED; 160 HOURS PER MONTH 130 HOURS DURING SECURITIES TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-13 |
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