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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Dublin | OH | 03/2011 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Hilliard | OH | 03/2011 | 07/2021 |
| Lpl Financial Llc | Dublin | OH | 07/2021 | Present |
1. 10/18/2022 - Zeis Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/14/2022 - 210 Hours Per Month/7 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-31 |
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