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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-07-21 |
| FL | RA | APPROVED | 2021-07-21 |
| NJ | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Westport | CT | 09/2015 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Fairfield | CT | 09/2015 | 07/2021 |
| Mass Mutual | Fairfield | CT | 12/2015 | 07/2021 |
| Mass Mutual | Center Valley | PA | 09/2015 | 07/2021 |
| Lpl Financial Llc | Westport | CT | 07/2021 | Present |
1. 10/2019/Miklos Gudricza/JorMik Capital/DBA for LPL Business (entity for LPL business)/Investment Related/40 HRS/MO/WESTPORT CT/ 2. 07/2021/Miklos Gudricza/Non-Variable Insurance/Investment Related/0 HRS/MO/WESTPORT CT 3. 03/31/2025 - PAG Growth Partners / JorMik Capital Holdings, LLC - Business Entity For Tax/Investment Purposes Only - None - At Reported Business Location(s) - Start Date: 03/01/2025 - 5 Hrs/Mth - 5 Hrs During Trading. 4. 04/15/2025 - JorMik Capital Holdings, LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date: 03/01/2025 - JorMik Capital Holdings, LLC - 5 Hrs/Mth - 5 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-06 |
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