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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-03-17 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
2401 E Randol Mill Rd Ste 180, Arlington, TX 76011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Arlington | TX | 09/2005 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Arlington | TX | 11/2005 | 07/2021 |
| Iitnt Alumni Association | Carrollton | TX | 10/2020 | Present |
| Lpl Financial, Llc | Arlington | TX | 07/2021 | Present |
1. 8/2/2021 - KSR Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 2020. 2. 9/22/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 09/13/2021 - 2 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-09 |
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