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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
9500 Arboretum Blvd Ste 170, Austin, TX 78759 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Austin | TX | 10/1990 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Austin | TX | 01/1991 | 07/2021 |
| Fpa Of Austin | Austin | TX | 01/1999 | 01/2019 |
| New York Life | Austin | TX | 01/1999 | 07/2021 |
| Estate Planning Council Of Central Texas | Austin | TX | 09/2014 | Present |
| Jjmack Group, Llc | Austin | TX | 04/2019 | Present |
| Lpl Financial Llc | Austin | TX | 07/2021 | Present |
1) 1999 - Non-Variable Insurance / NYLife / Investment Related / 0% / Austin, TX 2) 04/2019 - Business Entity For Tax/Investment Purposes Only / JJMACK Group, LLC / Not Investment Related / 0Hrs/Mo / Austin, TX 78759
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-13 |
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