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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | 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. | Minden | NV | 05/1991 | 07/2021 |
| Various Insurance Carriers | Gardnerville | NV | 09/1991 | 07/2021 |
| Jeff L. Whitaker Cfp | Minden | NV | 10/1997 | 12/2018 |
| The Church Of Jesus Christ Of Latter Day Saints | Minden | NV | 07/2007 | 08/2018 |
| Jackson & Whitaker Inc | Minden | NV | 01/2016 | 07/2021 |
| The Church Of Jesus Christ Of Latter Day Saints | Minden | NV | 07/2007 | 08/2018 |
| Lpl Financial Llc | Minden | NV | 07/2021 | Present |
1)06/29/2021- Jackson & Whitaker - DBA for LPL Business (entity for LPL business) - Co- Owners Donovan Jackson and Jeff Whitaker 50/50 split - Inv Rel - At Reported Business Location(s) - Start: 01/2016 2)06/29/2021 - Non-Variable Insurance - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-14 |
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