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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
100 S Santa Fe Ave Ste 401, Salina, KS 67401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Salina | KS | 08/2015 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Salina | KS | 04/2016 | 07/2021 |
| Cory Mettlen | Salina | KS | 01/2018 | 01/2020 |
| Tier 1 Financial Llc | Salina | KS | 09/2019 | 07/2021 |
| Lpl Financial Llc | Salina | KS | 07/2021 | Present |
1)07/20/2021 - Tier 1 Financial - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 02/2020 - 100% 2)07/20/2021 - Tier 1 Financial - Business Entity For Tax/Investment Purposes Only - Inv Rel - At Reported Business Location(s) - Start: 02/2020 3)08/01/2022 - Pinnacle Financial Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 7/1/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-04 |
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