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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-07-21 |
| MI | RA | APPROVED | 2021-07-21 |
| MO | RA | APPROVED | 2021-07-21 |
| PA | RA | APPROVED | 2021-07-21 |
| SC | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
| VA | 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 | Irmo | SC | 06/2008 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Chapin | SC | 11/2008 | 07/2021 |
| Turner Properties | Columbia | SC | 06/2017 | 07/2021 |
| Accumulus Financial Group, Llc (Dba) | Columbia | SC | 09/2017 | 02/2020 |
| Inkpointe Financial Group, Llc | Lexington | SC | 02/2020 | 07/2021 |
| Inkpointe Financial Group, Llc | Irmo | SC | 02/2020 | 07/2021 |
| Lpl Financial Llc | Irmo | SC | 07/2021 | Present |
1- 04/2020 / Taliaferro Properties, LLC / Real Estate Rental / 1771 Isle of Pines Dr, Chapin , SC, , 29036 / Investment Related / Chapin , SC 29036 2- 07/2021 / Non-Variable insurance Trails Only / Non-Variable Insurance / Investment Related / Irmo, SC 29063 3- 02/2020 / Inkpointe Financial Group, LLC / DBA for LPL Business (entity for LPL business) / 160 HR MNTH & 8 HR During Trading / Investment Related / Irmo, SC 29063
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-20 |
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