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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-19 |
Branch Locations
500 N Carroll Ave Ste 100, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Southlake | TX | 07/2021 | Present |
| Waddell And Reed | Southlake | TX | 09/2015 | 07/2021 |
| 18/8 Fine Men's Salon | Keller | TX | 08/2016 | 02/2017 |
| University Of Phoenix | Phoenix | AZ | 01/2016 | 09/2018 |
1)04/11/2022 - WRI Investments - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)04/11/2022 - Notary - State of TX - Inv Rel
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-16 |
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