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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-05-29 |
| WA | RA | APPROVED | 2021-04-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Kennewick | WA | 02/2014 | 03/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Kennewick | WA | 02/2014 | 03/2021 |
| Kennewick High School | Kennewick | WA | 03/2014 | 10/2018 |
| Kennewick School Marketing Committee | Kennewick | WA | 09/2014 | 08/2018 |
| Craig Bolling | Kennewick | WA | 09/2017 | 03/2021 |
| Maniacs | Kennewick | WA | 10/2018 | Present |
| Lpl Financial | Kennewick | WA | 03/2021 | Present |
1- 04/17/2026 - Cornerstone Wealth Strategies - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/20/2026 - 160 hours per month/ 120 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-05 |
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