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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 |
| TX | 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. | Salina | KS | 10/2009 | 11/2019 |
| Various Insurance Carriers For W & R Insurance Agencies | Salina | KS | 07/2010 | 11/2019 |
| Cory Mettlen | Salina | KS | 01/2014 | 11/2019 |
| Tier 1 Financial Llc | Salina | KS | 07/2019 | 11/2019 |
| Unemployed | Salina | KS | 11/2019 | 01/2020 |
| Waddell & Reed, Inc | Salina | KS | 01/2020 | 05/2021 |
| Waddell & Reed, Inc | Salina | KS | 05/2021 | 07/2021 |
| Jeffrey Nicholson | Salina | KS | 05/2021 | Present |
| Various Insurance Carriers For W&R Insurance Agencies | Salina | KS | 05/2021 | 07/2021 |
| Lpl Financial, Llc | Salina | KS | 07/2021 | Present |
1. 7/22/2021 - Sage Oak Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/16/2019. 2. 8/16/2021 - No Business Name - At Reported Business Location(s) - Other-Notary - Started 03/02/2021 - 1 Hour Per Month During Securities Trading - Notary Public. 3. 08/02/2022 -Be Wealth-Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)- Start Date- 6/06/2022- 260 Hours Per Month/ 140 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-10 |
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