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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
| VA | RA | APPROVED | 2021-07-21 |
Branch Locations
1193 East Winding Creek Drive Suite 101, Eagle, ID 83616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Eagle | ID | 09/2013 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Boise | ID | 02/2014 | 07/2021 |
| Edmund Allen | Eagle | ID | 09/2013 | 07/2021 |
| Breckenridge Enterprises Llc | Boise | ID | 03/2021 | 07/2021 |
| Lpl Financial Llc | Eagle | ID | 07/2021 | Present |
1. 7/29/2021 - BRECKENRIDGE ENTERPRISES LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 4/12/2021 - Time Spent 10%. 2. 7/29/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent. 3. 11/30/2021 - Associates of Clifton Park - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/01/2021 - 5 Hours Per Month/0 Hours During Securities Trading. 4. 12/2/2021 - Breckenridge Investment Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/01/2021 - 5 Hours Per Month During Securities Trading. 5. 06/17/2022 - Breckenridge Land & Cattle Company - Not Investment Related - Home Based - Business Owner - Start Date - 06/15/2022 - 0 Hours Per Month/ 0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-22 |
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