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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | 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 | Dublin | OH | 06/2005 | Present |
| Various Insurance Carriers For W & R Insurance Agencies | Marysville | OH | 11/2005 | Present |
| Rotary Club Of Union County | Marysville | OH | 07/2012 | 08/2020 |
| Am Spirit | Marysville | OH | 01/2015 | 01/2017 |
| Nathan Pugh | Naples | FL | 12/2020 | Present |
| Lpl Financial Llc | Fort Mill | SC | 07/2021 | Present |
1) 07/2021 - DBA for LPL Business (entity for LPL business) / WRI Investments / Investment Related / Dublin, OH 43016 2) 07/2021 - Non-Variable Insurance / Nathan Pugh / Investment Related / Dublin, OH 43016 3) 12/2020 - Real Estate Rental / Nathan Pugh / Investment Related / 1Hr/Mo / 945 Carrick Bend Circle Unit 201 Naples, Florida 34110
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-12 |
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