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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-29 |
| PA | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Drugscan | Horsham | PA | 09/2017 | 09/2018 |
| Student | Collegeville | PA | 04/1994 | 09/2017 |
| Waddell And Reed | Collegeville | PA | 09/2018 | 09/2018 |
| Waddell & Reed Inc | Collegeville | PA | 09/2018 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Collegeville | PA | 09/2018 | 07/2021 |
| Unemployed | Collegeville | PA | 04/1994 | 09/2017 |
| Collegeville Tax | Collegeville | PA | 02/2021 | 07/2021 |
| Lpl Financial Llc | Collegeville | PA | 07/2021 | Present |
1- 04/17/2023 - Stone Bridge Financial Partners - Investment Related - At Reported Business Location(s) - Start Date 01/24/2023 - 160 Hours Per Month/160 Hours During Securities Trading 2- 11/05/2024 - Collegeville Tax Services LLC - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 11/05/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-24 |
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