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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-07-21 |
| MO | RA | APPROVED | 2021-07-21 |
| ND | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Fargo | ND | 01/2010 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Moorhead | MN | 01/2010 | 07/2021 |
| 3 Crowns Llc | Moorhead | MN | 09/2017 | 07/2021 |
| 1St United Methodist Church | Fargo | ND | 09/2018 | 11/2018 |
| Teaching Financial Peace University | Moorhead | ND | 11/2018 | 07/2021 |
| Vikingland Kiwanis | Moorhead | MN | 10/2018 | 06/2021 |
| Lpl Financial Llc | Fargo | ND | 07/2021 | Present |
1) 1/2010 - VARIOUS INSURANCE CARRIERS FOR W&R INSURANCE AGENCIES / Non-Variable Insurance / Investment Related / 0 HRS/MO / MOORHEADMinnesota 2) 09/2017 - 3 Crowns LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 0 HRS/MO / 2803 30th Street South, Moorhead , MN, , 56560 3) 06/2021 - Pathfinder Financial / DBA for LPL Business (entity for LPL business) / Investment Related / 0HRS/MO / 1330 Page Dr; STE 103A Fargo, ND 58103
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-14 |
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