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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-10 |
| MO | RA | APPROVED | 2024-11-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell And Reed Financial, Inc. | Shawnee Mission | KS | 11/2015 | 01/2022 |
| Raymond James Financial Services, Inc. | Lees Summit | MO | 01/2022 | 12/2023 |
| Pruco Securities Llc | St. Louis | MO | 04/2024 | 11/2024 |
| Unemployed | Rayville | MO | 01/2024 | 03/2024 |
| The Prudential Insurance Company Of America | St Louis | MO | 04/2024 | Present |
| Lpl Enterprise, Llc | St. Louis | MO | 11/2024 | Present |
1. 11/12/2024; THE OPUS GREOUP; DBA for LPL; YES inv related;' 160 hr/mo non trading; 130 hr/mo trading ; 05/27/2024 2. 06/01/2026-Valeris Wealth Designs-Financial Advisor-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 06/01/2026-120hrs/mth-120hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-07 |
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