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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-21 |
| CO | RA | APPROVED | 2021-07-21 |
| FL | RA | APPROVED | 2021-07-21 |
| GA | RA | APPROVED | 2021-07-21 |
| IL | RA | APPROVED | 2021-07-21 |
| KS | RA | APPROVED | 2021-07-21 |
| MI | RA | APPROVED | 2021-07-21 |
| MN | RA | APPROVED | 2021-07-21 |
| MO | RA | APPROVED | 2021-07-21 |
| NV | RA | APPROVED | 2021-07-21 |
| NM | RA | APPROVED | 2021-07-21 |
| NC | RA | APPROVED | 2021-07-21 |
| OK | RA | APPROVED | 2021-07-21 |
| SC | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
317 Lilac Drive, Suite 130, Edmond, OK 73034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Edmond | OK | 10/2009 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Edmond | OK | 10/2009 | 07/2021 |
| Maloney & Dennis Wealth Partners, Llc (Dba) | Edmond | OK | 02/2018 | 04/2020 |
| Maloney And Dennis Wealth Partners Llc | Edmond | OK | 05/2020 | Present |
| Lpl Financial, Llc | Edmond | OK | 07/2021 | Present |
1. 07/22/2021/Maloney & Dennis Wealth Partners, LLC/Strategy Wealth/DBA for LPL Business (entity for LPL business)/ Edmond, OK/160 HRS/MO 2. 07/2021/MEREDITH DENNIS/Non-Variable Insurance/Investment Related/Central North, OK/0 HRS/MO 3. 1/1/2018/MEREDITH DENNIS/Maloney & Dennis Wealth Partners, LLC/DBA for LPL Business (entity for LPL business)/Edmond, OK/0 HRS/MO. 4. 1/5/2022 - No Business Name- - Investment Related - At Reported Business Location(s) - Other-Notary Public - Started 12/17/2021 - 1 Hour Per Month During Securities Trading 5. 1/10/2022 - CRUMP / AoCP - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Producer - Started 07/22/2021 - 1 Hour Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-28 |
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