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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-07-21 |
| MI | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
| WY | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Denver | CO | 04/2000 | Present |
| Various Insurance Carriers | Denver | CO | 06/2000 | Present |
| Mac Assoicates, Llc | Denver | CO | 07/2011 | Present |
| Mac Family Farms Llc | Denver | CO | 12/2016 | Present |
| Lpl Financial Llc | Denver | CO | 07/2021 | Present |
1- 07/2011 / MAC ASSOCIATES, LLC / Business Entity For Tax/Investment Purposes Only / Investment Related / Denver, CO 80222 2- 06/08/2023 - Kindling Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 07/21/2023 - 160 Hours Per Month/ 5 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-07-14 |
| S65 | Uniform Investment Adviser Law Examination | 2000-04-25 |
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