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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 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. | Sioux Falls | SD | 09/2008 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Sioux Falls | SD | 10/2008 | 07/2021 |
| Lpl Financial Llc | Sioux Falls | SD | 07/2021 | Present |
1) 07/22/2021 - Falls Planning Group / DBA for LPL Business (entity for LPL business) / Investment Related / 0HRS/MO / 5120 E 57th St Sioux Falls, SD 57108
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-18 |
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