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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-07-21 |
| TN | 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. | Memphis | TN | 07/2009 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Eads | TN | 01/2010 | 07/2021 |
| Bni Midsouth Power Partners | Collierville | TN | 01/2017 | 07/2021 |
| 6060 Group Llc | Memphis | TN | 02/2020 | 07/2021 |
| Lpl Financial Llc | Memphis | TN | 07/2021 | Present |
1- 04/2020 / Neurology Outreach Clinics / Outside/W-2 Employment / Non Investment Related / Memphis , TN, 38119 2- 12/27/2024- No Business Name- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 12/18/2024- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-21 |
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