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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-07-21 |
Branch Locations
10564 Success Lane Suite C, Centerville, OH 45458 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Centerville | OH | 03/2015 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Centerville | OH | 03/2015 | 07/2021 |
| Reese Wealth Management (Dba) | Centerville | OH | 03/2015 | 07/2021 |
| Lpl Financial Llc | Centerville | OH | 07/2021 | Present |
1) 3/2015 - Reese Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 0 HR / MO / 10564 Success Lane Ste C, Centerville , OH, , 45458
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-12 |
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