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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-29 |
| WI | RA | APPROVED | 2021-07-21 |
Branch Locations
425 Packerland Dr Ste F, Green Bay, WI 54303 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Green Bay | WI | 04/2009 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Green Bay | WI | 09/2009 | 07/2021 |
| 2796 Rental | Green Bay | WI | 07/2015 | Present |
| Lpl Financial, Llc | Green Bay | WI | 07/2021 | Present |
1. 11/15/2021 - Truway Financial Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/12/2021 - 100 Hours Per Month During Securities Trading. 2. 09/30/2022 - Truway Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 09/21/2022 - 100 Hours Per Month/ 100 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-10 |
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