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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell And Reed Inc | Palmer | AK | 03/2019 | 07/2021 |
| Doyon Drilling Inc | Anchorage | AK | 07/2010 | 03/2019 |
| Hatcher Pass Snow Association Llc | Palmer | AK | 09/2012 | 07/2021 |
| Wards Inc | Palmer | AK | 04/2019 | 07/2021 |
| Lpl Financial Llc | Palmer | AK | 07/2021 | Present |
1) 2012 - Hatcher Pass Snow Association LLC- Business Entity For Tax/Investment Purposes Only - inv. related- PALMER , AK 0hrs/mth 2) 7/2019- The Xan and Meg Family Trust- Real Estate Rental- co-owner- inv. related- Palmer, AK- 0hrs/mth 3) 2019- Wards Inc.- Business Entity For Tax/Investment Purposes Only- non-inv. related- Palmer, AK- 4hrs/mth 4) 08/16/2024 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 07/26/2024 - 2 Hours Per Month/ During Trading 5) 06/09/2025 - Hatcher Pass Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date:05/29/2025 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-12 |
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