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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
7700 Ne Greenwood Dr, Ste 100, Vancouver, WA 98662 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Vancouver | WA | 08/1995 | 07/2021 |
| Various Insurance Carriers | Ridgefield | WA | 09/1995 | 07/2021 |
| Maxem, Inc | Vancouver | WA | 04/2014 | Present |
| Wrv Limited, Llc | Vancouver | WA | 05/2019 | Present |
| Lpl Financial Llc | Vancouver | WA | 07/2021 | Present |
1) 07/09/2021 - Business Entity For Tax/Investment Purposes Only - WRV Limited, LLC - 2Hrs/MO 8Hrs/Mo During Trading - Not Investment Related - Vancouver, WA 98662- Started 2019 2) 07/09/2021 - Business Entity For Tax/Investment Purposes Only - Maxem, Inc. - 40% - Not Investment Related - Vancouver, WA 98683 3) 07/09/2021 - Non-Variable Insurance - Maxem, Inc - 5% - Investment Related - Vancouver, WA 98662 4) 06/10/2024 - Maxem Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/03/2024 - 160 Hours Per Month/ 25 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-18 |
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