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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | 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. | Emporia | KS | 03/1991 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Emporia | KS | 04/1991 | 07/2021 |
| Wd Holding Inc | Emporia | KS | 07/2007 | 07/2021 |
| Lyon County Extension | Emporia | KS | 10/2014 | 12/2018 |
| Coffey County Rural Water District #2 | Gridley | KS | 04/2019 | 07/2021 |
| Lpl Financial Llc | Emporia | KS | 07/2021 | Present |
1- 04/2019 / Coffey County Rural Water District #2 / Non-Profit Board Member / Non Investment Related / Gridley, KS 66852 2- 01/22/2026 - WD Holdings - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 07/10/2007 - 0 hours per month/ during trading 3- 01/27/2026 - Coffey County Rural Water District #2 - Non-Profit Board Member - Not Investment Related - Gridley, KS - Start Date 04/01/2019 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 1991-03-26 |
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