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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 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
61 S Main St Ste 205A, West Hartford, CT 06107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | West Hartford | CT | 12/1998 | 07/2021 |
| Various Insurance Carrier For W & R Insurance Agencies | W Hartford | CT | 05/1999 | 07/2021 |
| Rsl Financial Planning, Inc. | West Hartford | CT | 12/2006 | 08/2020 |
| Woodridge Association | West Hartford | CT | 02/2017 | 10/2020 |
| Robert & Lisa Langweil | Old Saybrook | CT | 03/2017 | 07/2021 |
| Lpl Financial Llc | West Hartford | CT | 07/2021 | Present |
1) 11/30/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 11/01/2022 - 3 Hours Per Month/3 Hours During Securities Trading 2) 11/03/2023 - Langweil Wealth Management - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/24/2023 - 40 Hrs/Mo; 0 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-30 |
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