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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | 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. | Erie | PA | 12/1997 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Erie | PA | 12/1997 | 07/2021 |
| Rose/Mastrey/Wells Llc | Erie | PA | 06/2018 | 07/2021 |
| Lpl Financial Llc | Erie | PA | 07/2021 | Present |
1) 12/1997 - VINCENT MASTREY / Non-Variable Insurance / INVESTMENT RELATED / 0HR / MO / ERIE Pennsylvania
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-13 |
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