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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. | Abilene | KS | 08/2005 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Abilene | KS | 12/2005 | 07/2021 |
| Abilene Parks And Recreation | Abilene | KS | 09/2012 | 07/2021 |
| April Barker | Abilene | KS | 02/2014 | 07/2021 |
| Abilene Lions Club | Abilene | KS | 07/2015 | 07/2021 |
| Ss Property Holdings, Llc | Abilene | KS | 05/2019 | 07/2021 |
| St Andrew Catholic Church | Abilene | KS | 10/2018 | 07/2021 |
| The Abilene Group, Inc. | Abilene | KS | 01/2017 | 07/2021 |
| Lpl Financial Llc | Abilene | KS | 07/2021 | Present |
1) 2019 - Real Estate Rental / SS Property Holdings LLC / Investment Related / 1% / 311 NW 3rd Street, Abilene, KS 67410 2) 2021 - DBA for LPL Business (entity for LPL business) / The Abilene Group, Inc. / Investment Related / Abilene, KS 67410 3) 08/22/2023 - Real Estate Rental - Investment Related - Start Date 09/01/2023 - 1 Hour Per Month/ 0 Hours During Trading 4) 05/20/2026 - CJAA Properties LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - Abilene, KS - Start Date 09/01/2023 - 1 Hour Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-08 |
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