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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Brea | CA | 03/2016 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Diamond Bar | CA | 10/2016 | 07/2021 |
| Benson Ave Rental Property | Chino | CA | 01/1991 | 07/2021 |
| Lpl Financial Llc | Brea | CA | 07/2021 | Present |
1. 10/2016-PRESENT; VARIOUS INSURANCE CARRIERS FOR W&R INSURANCE AGENCIES; DIAMOND BAR, CA; INVESTMENT RELATED; INSURANCE SALES; INSURANCE AGENT. 2. 01/1991-PRESENT; BENSON AVE RENTAL PROPERTY; CHINO, CA; INV RELATED = N; LIMITED PARTNERSHIP; LIMITED PARTNER; 4 HRS/MNTH; 0 SEC HRS/MNTH 3. 03/14/2024 - Peter C Wang CPFA Inc - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/02/2024 - 160 Hours Per Month/ 160 Hours During Trading 4. 03/14/2024 - Peter Wang - Real Estate Rental - Investment Related - Diamond Bar, CA - Start Date 08/01/2024 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-16 |
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